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Brendel Financial Advisors’s Salesforce CRM Stock Holding History

Brendel Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,234
Closed -$2.08M – 97
2024
Q4 		$2.08M Buy
+6,234
New +$2.08M 1.26% 37
2019
Q2 		– Sell
-11,262
Closed -$1.78M – 78
2019
Q1 		$1.78M Buy
+11,262
New +$1.78M 1.6% 32