4A
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4Wealth Advisors’s Salesforce CRM Stock Holding History

4Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$411K Sell
1,509
-8
-0.5% -$2.18K 0.42% 81
2025
Q1 		$407K Buy
1,517
+161
+12% +$43.2K 0.44% 81
2024
Q4 		$453K Buy
+1,356
New +$453K 0.45% 74