Nvest Financial’s Salesforce CRM Stock Holding History

Nvest Financial’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	$908K	Buy
2025 Q1	$728K	Sell
2024 Q4	$938K	Buy
2024 Q3	$759K	Buy
2024 Q2	$490K	Buy