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FSM Wealth Advisors’s Salesforce CRM Stock Holding History

FSM Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$373K Sell
1,381
-69
-5% -$18.6K 0.06% 188
2025
Q1 		$389K Buy
1,450
+229
+19% +$61.5K 0.09% 135
2024
Q4 		$391K Buy
+1,221
New +$391K 0.1% 116