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Grant Private Wealth Management’s Salesforce CRM Stock Holding History

Grant Private Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,214
Closed -$1.4M – 86
2025
Q1 		$1.4M Buy
5,214
+1,592
+44% +$427K 1.51% 16
2024
Q4 		$1.21M Buy
+3,622
New +$1.21M 1.31% 22