Alliance Wealth Advisors (Utah)’s Salesforce CRM Stock Holding History

Alliance Wealth Advisors (Utah)’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	$938K	Buy
2025 Q1	$680K	Buy
2024 Q4	$603K	Buy
2024 Q3	–	Sell
2024 Q2	$4.3M	Buy
2024 Q1	$4.92M	Buy
2023 Q4	$4.16M	Buy
2023 Q3	$3.2M	Buy
2023 Q2	$3.19M	Sell
2023 Q1	$3.75M	Buy
2022 Q4	$2.36M	Buy