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Intellus Advisors’s Salesforce CRM Stock Holding History

Intellus Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$205K Hold
750
– – 0.03% 129
2025
Q1 		$201K Sell
750
-100
-12% -$26.8K 0.04% 115
2024
Q4 		$284K Buy
+850
New +$284K 0.05% 90