BankPlus Wealth Management’s Salesforce CRM Stock Holding History

BankPlus 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 Q3	$544K	Buy
2025 Q2	$617K	Buy
2025 Q1	$596K	Buy
2024 Q4	$734K	Buy