John G. Ullman & Associates’s Salesforce CRM Stock Holding History

John G. Ullman & Associates’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.62M	Sell
2025 Q1	$3.69M	Buy
2024 Q4	$4.52M	Sell
2024 Q3	$3.78M	Sell
2024 Q2	$3.78M	Buy