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

Capstone Wealth Management Group (Oregon)’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$398K Buy
1,458
+62
+4% +$16.9K 0.29% 64
2025
Q1 		$375K Sell
1,396
-124
-8% -$33.3K 0.3% 62
2024
Q4 		$508K Buy
+1,520
New +$508K 0.39% 58