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IFC Advisors’s Salesforce CRM Stock Holding History

IFC Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$379K Sell
1,391
-226
-14% -$61.6K 0.07% 127
2025
Q1 		$434K Sell
1,617
-2,000
-55% -$537K 0.09% 114
2024
Q4 		$1.21M Buy
+3,617
New +$1.21M 0.26% 76