Bordeaux Wealth Advisors LLC's ownership history for CRM

Bordeaux Wealth Advisors LLC currently holds 3.6K shares with a market value of $983.6K. It started holding CRM on 2024-09-30. At its peak, it held 4.5K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-03-31. At its lowest, it held 3.6K shares on 2025-06-30, with a value of $983.6K on 2025-06-30. In the recent 180 days, Bordeaux Wealth Advisors LLC has decreased its shares by 796.