Summit Asset Management’s Salesforce CRM Stock Holding History

Summit 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	$242K	Buy
2025 Q1	$216K	Buy
2024 Q4	$263K	Sell
2024 Q3	$221K	Buy
2024 Q2	–	Sell
2024 Q1	$220K	Buy