Cordatus Wealth Management’s Salesforce CRM Stock Holding History

Cordatus 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	$5.64M	Buy
2022 Q1	–	Sell
2021 Q4	$4.38M	Buy
2021 Q3	$4.01M	Buy
2021 Q1	$4.21M	Sell
2020 Q4	$4.59M	Buy