Kozak & Associates, Inc.'s ownership history for CRM

Kozak & Associates, Inc. currently holds 2.5K shares with a market value of $596.2K. It started holding CRM on 2024-09-30. At its peak, it held 2.6K shares on 2025-06-30. Its highest holding value was $842.1K on 2024-12-31. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $596.2K on 2025-09-30. In the recent 180 days, Kozak & Associates, Inc. has decreased its shares by 56. In the recent year, Kozak & Associates, Inc. has decreased its shares by 5.