Wakefield Asset Management’s Salesforce CRM Stock Holding History

Wakefield 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	$429K	Hold
2025 Q1	$423K	Buy
2022 Q1	–	Sell
2021 Q4	$1.49M	Buy
2021 Q3	$1.55M	Sell
2021 Q2	$1.41M	Buy