Sandy Cove Advisors’s Salesforce CRM Stock Holding History

Sandy Cove Advisors’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	$326K	Sell
2025 Q2	$391K	Sell
2025 Q1	$413K	Buy
2024 Q4	$484K	Buy
2024 Q3	$332K	Buy
2024 Q2	$296K	Buy
2024 Q1	$330K	Buy
2023 Q4	$287K	Buy
2022 Q2	–	Sell
2022 Q1	$193K	Buy
2021 Q4	$193K	Buy