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Persium Advisors’s Salesforce CRM Stock Holding History

Persium Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$566K Buy
2,074
+121
+6% +$33K 0.47% 44
2025
Q1 		$524K Buy
1,953
+134
+7% +$36K 0.5% 38
2024
Q4 		$608K Buy
+1,819
New +$608K 0.6% 28