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LGT Financial Advisors’s Salesforce CRM Stock Holding History

LGT Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.5K Sell
42
-310
-88% -$84.5K 0.03% 198
2025
Q1 		$94.4K Buy
+352
New +$94.4K 0.29% 77
2024
Q3 		– Sell
-63
Closed -$16.2K – 714
2024
Q2 		$16.2K Buy
+63
New +$16.2K 0.03% 360