Balboa Wealth Partners’s Salesforce CRM Stock Holding History

Balboa Wealth Partners’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	$351K	Sell
2025 Q1	$399K	Sell
2024 Q4	$579K	Buy
2024 Q3	$362K	Sell
2024 Q2	$659K	Buy
2024 Q1	$457K	Buy
2023 Q4	$363K	Buy
2023 Q3	$245K	Sell
2023 Q2	$357K	Buy
2023 Q1	$219K	Buy