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Lifeworks Advisors’s Salesforce CRM Stock Holding History

Lifeworks Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$387K Buy
1,420
+40
+3% +$10.9K 0.06% 227
2025
Q1 		$370K Buy
1,380
+325
+31% +$87.2K 0.06% 224
2024
Q4 		$353K Buy
1,055
+223
+27% +$74.5K 0.06% 208
2024
Q3 		$228K Buy
+832
New +$228K 0.04% 272