Frazier Financial Advisors’s Salesforce CRM Stock Holding History

Frazier Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110K	Buy
2025 Q4	$124K	Hold
2025 Q3	$111K	Buy
2025 Q2	$127K	Buy
2025 Q1	$121K	Buy
2024 Q4	$141K	Sell
2024 Q3	$147K	Sell
2024 Q2	$145K	Buy
2024 Q1	$133K	Buy
2023 Q4	$22.4K	Buy