Root Financial Partners, LLC's ownership history for CRM

Root Financial Partners, LLC currently holds 2.6K shares with a market value of $622.1K. It started holding CRM on 2024-09-30. At its peak, it held 3.3K shares on 2025-06-30. Its highest holding value was $895.9K on 2025-06-30. At its lowest, it held 1.9K shares on 2024-09-30, with a value of $529.4K on 2024-09-30. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 36. In the recent year, Root Financial Partners, LLC has increased its shares by 691.