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Greykasell Wealth Strategies’s Salesforce CRM Stock Holding History

Greykasell Wealth Strategies’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Buy
4,054
+95
+2% +$25.9K 0.53% 44
2025
Q1 		$1.06M Buy
3,959
+1
+0% +$268 0.57% 47
2024
Q4 		$1.32M Buy
+3,958
New +$1.32M 0.74% 38