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LifeWealth Investments’s Salesforce CRM Stock Holding History

LifeWealth Investments’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 		$335K Buy
1,227
+214
+21% +$58.4K 0.11% 159
2025
Q1 		$272K Buy
1,013
+96
+10% +$25.8K 0.11% 157
2024
Q4 		$307K Buy
+917
New +$307K 0.2% 107