The Family Firm’s Salesforce CRM Stock Holding History

The Family Firm’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 Q1	–	Sell
2024 Q4	$230K	Buy
2024 Q3	–	Sell
2024 Q2	$87.8K	Buy