BWP
CRM icon

Burling Wealth Partners’s Salesforce CRM Stock Holding History

Burling Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.09M Buy
22,343
+2,565
+13% +$699K 1.12% 22
2025
Q1 		$5.31M Buy
19,778
+1,286
+7% +$345K 1.12% 24
2024
Q4 		$6.18M Buy
+18,492
New +$6.18M 1.26% 19