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Herold Advisors’s Salesforce CRM Stock Holding History

Herold Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$522K Buy
1,915
+365
+24% +$99.5K 0.11% 185
2025
Q1 		$416K Buy
+1,550
New +$416K 0.09% 191