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Fiducient Advisors’s Salesforce CRM Stock Holding History

Fiducient Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,066
Closed -$274K – 150
2024
Q2 		$274K Buy
1,066
+58
+6% +$14.9K 0.04% 124
2024
Q1 		$304K Buy
+1,008
New +$304K 0.06% 101