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SGL Investment Advisors’s Salesforce CRM Stock Holding History

SGL Investment Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$290K Buy
1,060
+307
+41% +$84K 0.14% 109
2025
Q1 		$211K Buy
753
+15
+2% +$4.2K 0.11% 115
2024
Q4 		$241K Buy
738
+51
+7% +$16.6K 0.12% 105
2024
Q3 		$228K Buy
+687
New +$228K 0.12% 94