Runnymede Capital Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Hold
2,530
0.64% 30
2025
Q1
$679K Sell
2,530
-26
-1% -$6.98K 0.65% 31
2024
Q4
$855K Buy
+2,556
New +$855K 0.75% 26