Bellwether Advisors’s Salesforce CRM Stock Holding History

Bellwether Advisors’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	$49.1K	Buy
2025 Q1	$16.4K	Hold
2024 Q4	$20.4K	Buy
2023 Q1	–	Hold
2022 Q4	–	Sell
2022 Q3	$15K	Buy
2022 Q2	$0	Sell
2022 Q1	$7K	Buy
2021 Q4	$8K	Hold
2021 Q3	$8K	Buy