EWM
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Elevatus Welath Management’s Salesforce CRM Stock Holding History

Elevatus Welath 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
2024
Q3 		– Sell
-806
Closed -$207K – 105
2024
Q2 		$207K Sell
806
-101
-11% -$26K 0.08% 100
2024
Q1 		$273K Hold
907
– – 0.11% 74
2023
Q4 		$239K Buy
+907
New +$239K 0.11% 77