Verum Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-695
Closed -$232K 162
2024
Q4
$232K Buy
+695
New +$232K 0.07% 147
2023
Q3
Sell
-995
Closed -$210K 138
2023
Q2
$210K Buy
+995
New +$210K 0.19% 99