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Crowley Wealth Management’s Salesforce CRM Stock Holding History

Crowley 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 		$27.3K Hold
100
– – 0.02% 182
2025
Q1 		$26.8K Sell
100
-100
-50% -$26.8K 0.03% 177
2024
Q4 		$66.9K Buy
+200
New +$66.9K 0.06% 122