Capstone Wealth Management Group (Oregon)’s Salesforce CRM Stock Holding History

Capstone Wealth Management Group (Oregon)’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
2025 Q2	$398K	Buy
2025 Q1	$375K	Sell
2024 Q4	$508K	Buy