Invera Wealth Advisors’s Salesforce CRM Stock Holding History

Invera 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 Q1	$1.32M	Sell
2024 Q4	$1.89M	Sell
2024 Q3	$1.92M	Sell
2024 Q2	$1.64M	Sell
2024 Q1	$1.83M	Buy
2023 Q4	$1.75M	Buy