Root Financial Partners’s Salesforce CRM Stock Holding History

Root Financial Partners’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	$896K	Buy
2025 Q1	$695K	Buy
2024 Q4	$781K	Buy
2024 Q3	$529K	Buy
2024 Q2	$459K	Buy