SAM
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Sherman Asset Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.8K Hold
333
0.08% 92
2025
Q1
$89.4K Hold
333
0.09% 98
2024
Q4
$111K Buy
+333
New +$111K 0.1% 87