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Park Square Financial Group’s Salesforce CRM Stock Holding History

Park Square Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$78K Sell
286
-313
-52% -$85.4K 0.06% 235
2025
Q1 		$161K Buy
599
+30
+5% +$8.05K 0.13% 111
2024
Q4 		$190K Buy
+569
New +$190K 0.13% 99