Beacon Financial Group’s Salesforce CRM Stock Holding History

Beacon Financial Group’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	$325K	Buy
2025 Q2	$373K	Sell
2025 Q1	$410K	Buy
2024 Q4	$508K	Sell
2024 Q3	$452K	Sell
2024 Q2	$466K	Buy
2024 Q1	$499K	Buy
2023 Q4	$371K	Buy
2023 Q3	–	Sell
2023 Q2	$294K	Buy