Crown Wealth Group’s Salesforce CRM Stock Holding History

Crown Wealth Group’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	$734K	Sell
2025 Q1	$724K	Buy
2024 Q4	$876K	Sell
2024 Q3	$1.53M	Sell
2024 Q2	$1.48M	Buy
2024 Q1	$382K	Buy
2023 Q4	$223K	Buy