Confluence Wealth Services, Inc.'s ownership history for CRM

Confluence Wealth Services, Inc. currently holds 5.8K shares with a market value of $1.1M. It started holding CRM on 2024-09-30. At its peak, it held 5.8K shares on 2026-03-31. Its highest holding value was $1.5M on 2025-06-30. At its lowest, it held 2.1K shares on 2024-12-31, with a value of $589.4K on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 434. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 432.