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Alteri Wealth’s Salesforce CRM Stock Holding History

Alteri Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$365K Sell
1,337
-156
-10% -$42.6K 0.14% 175
2025
Q1 		$401K Buy
1,493
+24
+2% +$6.44K 0.18% 154
2024
Q4 		$491K Buy
+1,469
New +$491K 0.14% 122