JTWM
CRM icon

Jackson Thornton Wealth Management’s Salesforce CRM Stock Holding History

Jackson Thornton Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-832
Closed -$206K – 158
2025
Q1 		$206K Buy
+832
New +$206K 0.03% 92