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Vaughan David Investments’s Salesforce CRM Stock Holding History

Vaughan David Investments’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$35.7M Buy
+130,912
New +$35.7M 0.8% 67
2024
Q2 		– Sell
-1,076
Closed -$324K – 214
2024
Q1 		$324K Buy
+1,076
New +$324K 0.01% 181