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BXM Wealth’s Salesforce CRM Stock Holding History

BXM Wealth’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 		$592K Sell
2,172
-90
-4% -$24.5K 0.7% 46
2025
Q1 		$606K Buy
2,262
+1,143
+102% +$306K 0.73% 45
2024
Q4 		$374K Buy
+1,119
New +$374K 0.52% 56