Dynamic Wealth Strategies’s Salesforce CRM Stock Holding History

Dynamic Wealth Strategies’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	$334K	Sell
2025 Q1	$336K	Buy
2024 Q4	$413K	Buy
2024 Q3	$326K	Sell
2024 Q2	$342K	Buy
2024 Q1	$397K	Sell
2023 Q4	$357K	Buy