Greenup Street Wealth Management’s Salesforce CRM Stock Holding History

Greenup Street 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
2025 Q3	$1.68M	Buy
2025 Q1	–	Sell
2024 Q4	$235K	Sell
2024 Q3	$1.98M	Buy
2024 Q1	–	Sell
2023 Q4	$783K	Sell
2023 Q3	$643K	Buy