Campbell Wealth Management’s Salesforce CRM Stock Holding History

Campbell Wealth Management’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
2024 Q4	$258K	Buy
2024 Q3	–	Sell
2024 Q2	$224K	Buy
2024 Q1	$202K	Buy
2020 Q3	–	Sell
2020 Q2	$65K	Buy