Sierra Summit Advisors’s Salesforce CRM Stock Holding History

Sierra Summit 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 Q2	$592K	Buy
2025 Q1	$579K	Buy
2024 Q4	$465K	Hold
2024 Q3	$380K	Sell
2024 Q2	$8.63M	Buy
2024 Q1	$8.67M	Sell
2023 Q4	$7.64M	Buy