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Brady Martz Wealth Solutions’s Salesforce CRM Stock Holding History

Brady Martz Wealth Solutions’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$540K Sell
1,981
-37
-2% -$10.1K 0.1% 112
2025
Q1 		$542K Sell
2,018
-16
-0.8% -$4.29K 0.12% 105
2024
Q4 		$658K Buy
+2,034
New +$658K 0.16% 101