SIA
CRM icon

Schear Investment Advisers’s Salesforce CRM Stock Holding History

Schear Investment Advisers’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,915
Closed -$254K – 87
2022
Q4 		$254K Buy
+1,915
New +$254K 0.31% 87