Boomfish Wealth Group’s Salesforce CRM Stock Holding History

Boomfish Wealth 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 Q2	$2.56M	Buy
2025 Q1	$2.36M	Sell
2024 Q4	$2.97M	Sell
2024 Q3	$2.55M	Buy
2024 Q2	$2.38M	Buy
2024 Q1	$2.58M	Sell
2023 Q4	$2.46M	Buy