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Flagship Wealth Advisors’s Salesforce CRM Stock Holding History

Flagship Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.18K Sell
8
-3,746
-100% -$1.02M ﹤0.01% 349
2025
Q1 		$500K Buy
3,754
+3,736
+20,756% +$497K 0.21% 66
2024
Q4 		$6.02K Buy
+18
New +$6.02K ﹤0.01% 317