Concentrum Wealth Management’s Salesforce CRM Stock Holding History

Concentrum 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	$824K	Sell
2025 Q1	$812K	Buy
2024 Q4	$1M	Buy
2024 Q1	–	Sell
2023 Q4	$203K	Buy