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Sovran Advisors’s Salesforce CRM Stock Holding History

Sovran Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
4,987
+1,461
+41% +$400K 0.14% 161
2025
Q1 		$872K Buy
3,526
+580
+20% +$143K 0.11% 190
2024
Q4 		$953K Buy
+2,946
New +$953K 0.14% 157