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McCarter Private Wealth Services’s Salesforce CRM Stock Holding History

McCarter Private Wealth Services’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$809K Buy
2,965
+170
+6% +$46.4K 0.46% 48
2025
Q1 		$750K Buy
2,795
+289
+12% +$77.6K 0.49% 42
2024
Q4 		$838K Buy
2,506
+137
+6% +$45.8K 0.53% 40
2024
Q3 		$648K Buy
+2,369
New +$648K 0.41% 49