Parsec Financial Management’s Salesforce CRM Stock Holding History

Parsec Financial Management’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
2023 Q1	$1.01M	Buy
2022 Q4	$604K	Buy
2022 Q3	–	Sell
2022 Q2	$337K	Sell
2022 Q1	$457K	Sell
2021 Q4	$582K	Hold
2021 Q3	$709K	Buy