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Unified Investment Management’s Salesforce CRM Stock Holding History

Unified Investment Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
3,875
+56
+1% +$15.3K 1.13% 23
2025
Q1 		$1.02M Sell
3,819
-230
-6% -$61.7K 1.21% 22
2024
Q4 		$1.35M Buy
+4,049
New +$1.35M 1.54% 16