Clearstead Advisors, LLC's ownership history for CRM

Clearstead Advisors, LLC currently holds 78.1K shares with a market value of $18.5M. It started holding CRM on 2024-09-30. At its peak, it held 78.1K shares on 2025-09-30. Its highest holding value was $24.7M on 2024-12-31. At its lowest, it held 72.9K shares on 2025-03-31, with a value of $18.5M on 2025-09-30. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 5.2K. In the recent year, Clearstead Advisors, LLC has increased its shares by 5.2K.