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Warm Springs Advisors’s Salesforce CRM Stock Holding History

Warm Springs Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$819K Sell
3,004
-74
-2% -$20.2K 0.7% 30
2025
Q1 		$826K Buy
3,078
+103
+3% +$27.6K 0.83% 33
2024
Q4 		$995K Buy
+2,975
New +$995K 0.92% 32