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Challenger Wealth Management’s Salesforce CRM Stock Holding History

Challenger Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-752
Closed -$202K – 111
2025
Q1 		$202K Sell
752
-96
-11% -$25.8K 0.16% 107
2024
Q4 		$284K Buy
+848
New +$284K 0.24% 78