Intrepid Financial Planning Group’s Salesforce CRM Stock Holding History

Intrepid Financial Planning Group’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	$233K	Hold
2025 Q1	$229K	Sell
2024 Q4	$319K	Hold
2024 Q3	$261K	Hold
2024 Q2	$245K	Buy
2024 Q1	$286K	Hold
2023 Q4	$249K	Buy
2023 Q3	–	Sell
2023 Q2	$200K	Buy