Trinity Financial Advisors LLC's ownership history for CRM

Trinity Financial Advisors LLC currently holds 1.2K shares with a market value of $331.5K. It started holding CRM on 2024-09-30. At its peak, it held 1.2K shares on 2025-06-30. Its highest holding value was $403.1K on 2024-12-31. At its lowest, it held 609 shares on 2025-03-31, with a value of $257.7K on 2024-09-30. In the recent 180 days, Trinity Financial Advisors LLC has increased its shares by 0. In the recent year, Trinity Financial Advisors LLC has increased its shares by 31.