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Consultiva Wealth Management’s Salesforce CRM Stock Holding History

Consultiva Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$95.7K Hold
351
– – 0.3% 57
2025
Q1 		$94.2K Hold
351
– – 0.32% 57
2024
Q4 		$117K Buy
+351
New +$117K 0.59% 30