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KDT Advisors’s Salesforce CRM Stock Holding History

KDT Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$305K Buy
1,117
+150
+16% +$40.9K 0.49% 53
2025
Q1 		$260K Buy
967
+38
+4% +$10.2K 0.38% 64
2024
Q4 		$311K Buy
+929
New +$311K 0.46% 59