Gray Wealth Management’s Salesforce CRM Stock Holding History

Gray Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$283K	Buy
2024 Q3	$230K	Sell
2024 Q2	$220K	Buy
2024 Q1	$243K	Hold
2023 Q4	$213K	Buy
2022 Q2	–	Sell
2022 Q1	$226K	Buy
2021 Q4	$257K	Buy
2021 Q3	$265K	Buy