Aprio Wealth Management’s Salesforce CRM Stock Holding History

Aprio 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	$890K	Sell
2025 Q1	$1.13M	Buy
2024 Q4	$1.32M	Buy
2024 Q3	$796K	Buy
2024 Q2	$592K	Buy
2024 Q1	$682K	Buy
2023 Q4	$438K	Buy
2023 Q3	$237K	Buy