Pathstone Holdings, LLC's ownership history for CRM

Pathstone Holdings, LLC currently holds 94.4K shares with a market value of $25.0M. It started holding CRM on 2024-09-30. At its peak, it held 184.5K shares on 2025-03-31. Its highest holding value was $49.7M on 2025-03-31. At its lowest, it held 94.4K shares on 2025-12-31, with a value of $23.9M on 2025-09-30. In the recent 180 days, Pathstone Holdings, LLC has decreased its shares by 12.0K. In the recent year, Pathstone Holdings, LLC has decreased its shares by 17.3K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $0 on 2025-03-31. At its peak, it held 12 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $0 on 2025-03-31. At its lowest, it held 2 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $0 on 2025-03-31.

It has also owned 2 contracts of puts, with the market value of the underlying securities totaling $1.1K on 2025-03-31. At its peak, it held 4 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $2.2K on 2025-03-31. At its lowest, it held 2 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $1.1K on 2025-06-30.