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LeClair Wealth Partners’s Salesforce CRM Stock Holding History

LeClair Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$643K Sell
2,358
-239
-9% -$65.2K 0.44% 45
2025
Q1 		$697K Sell
2,597
-53
-2% -$14.2K 0.5% 41
2024
Q4 		$886K Buy
+2,650
New +$886K 0.59% 36