Smartleaf Asset Management’s Salesforce CRM Stock Holding History

Smartleaf Asset Management’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	$2.1M	Sell
2025 Q1	$2.46M	Buy
2024 Q4	$2.94M	Buy
2024 Q3	$1.93M	Buy
2024 Q2	$1.33M	Buy
2024 Q1	$1.32M	Buy
2023 Q4	$806K	Buy