Shepherd Financial Partners LLC's ownership history for CRM

Shepherd Financial Partners LLC currently holds 7.9K shares with a market value of $1.9M. It started holding CRM on 2024-09-30. At its peak, it held 8.4K shares on 2025-03-31. Its highest holding value was $2.8M on 2024-12-31. At its lowest, it held 7.9K shares on 2025-09-30, with a value of $1.9M on 2025-09-30. In the recent 180 days, Shepherd Financial Partners LLC has decreased its shares by 466. In the recent year, Shepherd Financial Partners LLC has decreased its shares by 124.