Icon Wealth Advisors’s Salesforce CRM Stock Holding History

Icon Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$943K	Buy
2025 Q1	$859K	Buy
2024 Q4	$1.01M	Buy
2024 Q3	$758K	Sell
2024 Q2	$2.79M	Sell
2024 Q1	$6.5M	Sell
2023 Q4	$5.83M	Buy
2022 Q4	$2.54M	Sell
2022 Q3	$2.98M	Buy