KWB Wealth's ownership history for CRM

KWB Wealth currently holds 1.6K shares with a market value of $425.6K. It started holding CRM on 2024-09-30. At its peak, it held 1.6K shares on 2025-09-30. Its highest holding value was $521.7K on 2025-03-31. At its lowest, it held 782 shares on 2024-09-30, with a value of $201.1K on 2024-09-30. In the recent 180 days, KWB Wealth has increased its shares by 1. In the recent year, KWB Wealth has increased its shares by 779.