YIM
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Yoffe Investment Management’s Salesforce CRM Stock Holding History

Yoffe Investment Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$255K Buy
937
+1
+0.1% +$273 0.35% 99
2025
Q1 		$251K Sell
936
-1
-0.1% -$269 0.37% 93
2024
Q4 		$313K Buy
+937
New +$313K 0.47% 82