Centennial Wealth Advisory’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+852
New +$233K 0.07% 140
2024
Q2
Sell
-668
Closed -$201K 141
2024
Q1
$201K Buy
+668
New +$201K 0.09% 134