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Shum Financial Group’s Salesforce CRM Stock Holding History

Shum Financial Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$1.08M Buy
4,031
+216
+6% +$58K 0.94% 37
2024
Q4 		$1.28M Sell
3,815
-78
-2% -$26.1K 1.1% 29
2024
Q3 		$1.16M Buy
+3,893
New +$1.16M 0.97% 33