BDPWM
CRM icon

Barnes Dennig Private Wealth Management’s Salesforce CRM Stock Holding History

Barnes Dennig Private Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$818 Hold
3
– – ﹤0.01% 291
2025
Q1 		$805 Buy
+3
New +$805 ﹤0.01% 231