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Crux Wealth Advisors’s Salesforce CRM Stock Holding History

Crux Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
4,449
+461
+12% +$126K 0.52% 59
2025
Q1 		$1.07M Sell
3,988
-133
-3% -$35.7K 0.56% 63
2024
Q4 		$1.38M Buy
+4,121
New +$1.38M 0.77% 37