Impact Asset Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.85M Sell
10,610
-170
-2% -$45.6K 1.12% 37
2024
Q4
$3.6M Buy
+10,780
New +$3.6M 1.42% 35