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Park Edge Advisors’s Salesforce CRM Stock Holding History

Park Edge Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,528
Closed -$650K – 142
2024
Q2 		$650K Sell
2,528
-1,158
-31% -$298K 0.2% 78
2024
Q1 		$1.11M Buy
3,686
+1,045
+40% +$315K 0.31% 46
2023
Q4 		$695K Buy
+2,641
New +$695K 0.24% 55