Cherry Tree Wealth Management’s Salesforce CRM Stock Holding History

Cherry Tree 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	$25.9K	Sell
2025 Q1	$28.2K	Sell
2024 Q4	$56.2K	Hold
2024 Q3	$46K	Hold
2024 Q2	$43.2K	Sell
2024 Q1	$75.6K	Hold
2023 Q4	$66K	Buy
2023 Q3	$21.3K	Hold
2023 Q2	$22.2K	Buy