1858 Wealth Management’s Salesforce CRM Stock Holding History

1858 Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$231K	Sell
2024 Q4	$320K	Buy
2024 Q3	$251K	Hold
2024 Q2	$236K	Sell
2024 Q1	$280K	Hold
2023 Q4	$280K	Buy