Simplicity Wealth,LLC's ownership history for CRM

Simplicity Wealth,LLC currently holds 3.5K shares with a market value of $838.5K. It started holding CRM on 2024-09-30. At its peak, it held 6.1K shares on 2025-06-30. Its highest holding value was $1.7M on 2025-06-30. At its lowest, it held 1.5K shares on 2024-12-31, with a value of $515.4K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 2.0K. In the recent year, Simplicity Wealth,LLC has increased its shares by 469.