Castle Wealth Management’s Salesforce CRM Stock Holding History

Castle 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
2025 Q2	$1.7M	Buy
2025 Q1	$1.55M	Buy
2024 Q4	$1.87M	Sell
2024 Q3	$1.62M	Buy
2024 Q2	$1.28M	Buy
2022 Q4	–	Sell
2022 Q3	$164K	Sell
2022 Q2	$188K	Buy