Trifecta Capital Advisors, LLC's ownership history for CRM

Trifecta Capital Advisors, LLC currently holds 27.1K shares with a market value of $7.2M. It started holding CRM on 2024-09-30. At its peak, it held 27.1K shares on 2025-12-31. Its highest holding value was $8.0M on 2024-12-31. At its lowest, it held 23.3K shares on 2024-09-30, with a value of $6.4M on 2024-09-30. In the recent 180 days, Trifecta Capital Advisors, LLC has increased its shares by 627. In the recent year, Trifecta Capital Advisors, LLC has increased its shares by 3.1K.