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IAM Advisory’s Salesforce CRM Stock Holding History

IAM Advisory’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,565
Closed -$773K – 104
2024
Q1 		$773K Buy
2,565
+51
+2% +$15.4K 0.21% 60
2023
Q4 		$662K Buy
2,514
+30
+1% +$7.89K 0.21% 60
2023
Q3 		$504K Buy
+2,484
New +$504K 0.18% 66