Nadler Financial Group’s Salesforce CRM Stock Holding History

Nadler Financial Group’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	–	Sell
2025 Q2	$294K	Buy
2025 Q1	$289K	Sell
2024 Q4	$362K	Hold
2024 Q3	$296K	Buy
2024 Q2	$277K	Sell
2024 Q1	$331K	Buy