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Roxbury Financial’s Salesforce CRM Stock Holding History

Roxbury Financial’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$839K Sell
3,077
-50
-2% -$13.6K 0.82% 34
2025
Q1 		$931K Sell
3,127
-61
-2% -$18.2K 0.91% 34
2024
Q4 		$1.05M Buy
+3,188
New +$1.05M 1.01% 29