Elevation Wealth Partners’s Salesforce CRM Stock Holding History

Elevation Wealth Partners’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 Q3	$55.2K	Buy
2025 Q2	$45K	Hold
2025 Q1	$44.3K	Hold
2024 Q4	$55.2K	Hold
2024 Q3	$45.2K	Sell
2024 Q2	$66.6K	Hold
2024 Q1	$78K	Sell
2023 Q4	$54.8K	Buy
2023 Q3	–	Hold
2023 Q2	–	Hold
2023 Q1	–	Hold