KFA Private Wealth Group’s Salesforce CRM Stock Holding History

KFA Private Wealth 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 Q3	$314K	Hold
2025 Q2	$361K	Buy
2025 Q1	$341K	Buy