Richard W. Paul & Associates’s Salesforce CRM Stock Holding History

Richard W. Paul & Associates’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	$2.18K	Sell
2025 Q1	$333K	Sell
2024 Q4	$421K	Sell
2024 Q3	$360K	Sell
2024 Q2	$343K	Sell
2024 Q1	$404K	Sell
2023 Q4	$368K	Sell
2023 Q3	$291K	Sell
2023 Q2	$314K	Buy