Benchmark Financial Wealth Advisors’s Salesforce CRM Stock Holding History

Benchmark Financial Wealth 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	$270K	Buy
2025 Q1	$254K	Buy
2022 Q1	–	Sell
2021 Q4	$229K	Sell
2021 Q3	$248K	Buy
2021 Q1	–	Sell
2020 Q4	$379K	Buy
2020 Q3	$348K	Buy
2020 Q2	$214K	Buy