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Somerset Trust’s Salesforce CRM Stock Holding History

Somerset Trust’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
Q2 		$322K Buy
1,182
+165
+16% +$45K 0.11% 141
2025
Q1 		$273K Buy
1,017
+151
+17% +$40.5K 0.1% 141
2024
Q4 		$290K Buy
+866
New +$290K 0.11% 122