Richardson Financial Services’s Salesforce CRM Stock Holding History

Richardson Financial Services’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 Q3	$452K	Buy
2025 Q2	$513K	Buy
2025 Q1	$480K	Buy
2024 Q4	$590K	Buy
2024 Q3	$448K	Buy
2024 Q2	$444K	Sell
2024 Q1	$536K	Buy
2023 Q4	$394K	Buy