Northern Financial Advisors’s Salesforce CRM Stock Holding History

Northern Financial Advisors’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 Q2	$471K	Sell
2025 Q1	$492K	Sell
2024 Q4	$624K	Sell
2024 Q3	$526K	Sell
2024 Q2	$520K	Sell
2024 Q1	$611K	Sell
2023 Q4	$537K	Buy
2023 Q3	$326K	Sell
2023 Q2	$300K	Buy
2023 Q1	$202K	Buy