Leo Wealth LLC’s Salesforce CRM Stock Holding History

Leo Wealth LLC’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	$1.98M	Buy
2025 Q1	$221K	Sell
2024 Q4	$1.91M	Sell
2024 Q3	$2.32M	Buy
2024 Q2	$1.97M	Buy
2024 Q1	$1.09M	Buy
2023 Q4	$839K	Buy