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Cannon Wealth Management Services’s Salesforce CRM Stock Holding History

Cannon Wealth Management Services’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$266K Sell
976
-293
-23% -$79.9K 0.22% 65
2025
Q1 		$353K Sell
1,269
-101
-7% -$28.1K 0.32% 52
2024
Q4 		$465K Buy
1,370
+565
+70% +$192K 0.4% 43
2024
Q3 		$220K Buy
+805
New +$220K 0.2% 75