McLean Asset Management’s Salesforce CRM Stock Holding History

McLean Asset Management’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 Q3	$245K	Sell
2025 Q2	$282K	Buy
2025 Q1	$243K	Sell
2024 Q4	$401K	Buy
2024 Q3	$278K	Buy
2024 Q2	$241K	Buy
2024 Q1	$277K	Buy
2023 Q4	$227K	Buy
2021 Q4	–	Sell
2021 Q3	$224K	Buy