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Bestgate Wealth Advisors’s Salesforce CRM Stock Holding History

Bestgate Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$354K Hold
1,319
– – 0.73% 33
2025
Q1 		$354K Hold
1,319
– – 0.73% 33
2024
Q4 		$441K Buy
+1,319
New +$441K 0.88% 28