Smithbridge Asset Management’s Salesforce CRM Stock Holding History

Smithbridge 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	$5.31M	Sell
2025 Q1	$5.41M	Buy
2024 Q3	$5.6M	Buy
2024 Q2	$3.05M	Sell
2024 Q1	$4.21M	Sell
2023 Q4	$3.7M	Sell
2023 Q3	$3.05M	Buy
2023 Q2	$3.14M	Buy
2022 Q2	–	Sell
2022 Q1	$259K	Buy