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Long Run Wealth Advisors’s Salesforce CRM Stock Holding History

Long Run Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$380K Sell
1,393
-403
-22% -$110K 0.08% 80
2025
Q1 		$482K Buy
1,796
+255
+17% +$68.4K 0.11% 79
2024
Q4 		$515K Sell
1,541
-421
-21% -$141K 0.12% 73
2024
Q3 		$537K Buy
+1,962
New +$537K 0.13% 71