Core Wealth Advisors’s Salesforce CRM Stock Holding History

Core Wealth Advisors’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	$1.47M	Sell
2025 Q1	$1.86M	Sell
2024 Q4	$2.77M	Sell
2024 Q3	$2.31M	Buy
2024 Q2	$2.09M	Sell
2024 Q1	$2.75M	Sell
2023 Q4	$2.56M	Buy
2022 Q1	–	Sell
2021 Q4	$6K	Buy