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Millstone Evans Group’s Salesforce CRM Stock Holding History

Millstone Evans Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$662K Hold
2,427
– – 0.45% 43
2025
Q1 		$651K Sell
2,427
-36
-1% -$9.66K 0.44% 44
2024
Q4 		$823K Buy
+2,463
New +$823K 0.56% 34