FFT Wealth Management’s Salesforce CRM Stock Holding History

FFT Wealth Management’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 Q1	–	Sell
2024 Q4	$675K	Buy
2024 Q3	$513K	Buy
2024 Q2	$418K	Sell
2024 Q1	$555K	Buy
2023 Q4	$411K	Buy
2023 Q3	$307K	Buy
2023 Q2	$263K	Buy
2023 Q1	$246K	Buy