Legacy Capital Wealth Partners’s Salesforce CRM Stock Holding History

Legacy Capital Wealth Partners’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	$437K	Buy
2025 Q1	$391K	Buy
2024 Q4	$467K	Sell
2024 Q3	$694K	Buy
2024 Q2	$327K	Buy
2024 Q1	–	Sell
2023 Q4	$239K	Buy