GeoWealth Management’s Salesforce CRM Stock Holding History

GeoWealth 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 Q2	$4.4M	Buy
2025 Q1	$4.28M	Sell
2024 Q4	$5.74M	Buy
2024 Q3	$4.23M	Sell
2024 Q2	$4M	Buy
2024 Q1	$3.99M	Buy
2023 Q4	$2.19M	Buy
2023 Q3	$75K	Sell
2023 Q2	$125K	Buy
2022 Q2	–	Sell
2022 Q1	$115K	Buy