Holistic Financial Partners’s Salesforce CRM Stock Holding History

Holistic Financial Partners’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 Q2	–	Sell
2024 Q1	$217K	Sell
2023 Q4	$216K	Buy
2020 Q4	–	Sell
2020 Q3	$237K	Buy
2018 Q2	–	Sell
2018 Q1	$68K	Hold
2017 Q4	$60K	Buy