SteelPeak Wealth, LLC's ownership history for CRM


SteelPeak Wealth, LLC currently holds 7.1K shares with a market value of $1.7M. It started holding CRM on 2024-09-30. At its peak, it held 21.7K shares on 2025-03-31. Its highest holding value was $5.8M on 2025-03-31. At its lowest, it held 6.4K shares on 2025-06-30, with a value of $1.7M on 2025-09-30. In the recent 180 days, SteelPeak Wealth, LLC has decreased its shares by 14.5K. In the recent year, SteelPeak Wealth, LLC has decreased its shares by 10.6K.

It has also owned 2 contracts of calls, with the market value of the underlying securities totaling $54.5K on 2024-12-31. At its peak, it held 2 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $54.5K on 2025-06-30. At its lowest, it held 1 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $26.8K on 2025-03-31. In the recent 180 days, SteelPeak Wealth, LLC has increased its holdings by 1 contracts.


SteelPeak Wealth, LLC's ownership history for CRM
SteelPeak Wealth, LLC's ownership history for CRM Call Options