Maia Wealth’s Salesforce CRM Stock Holding History

Maia Wealth’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.89M	Buy
2025 Q3	$3.23M	Buy
2025 Q2	$2.67M	Buy
2025 Q1	$1.83M	Buy
2024 Q4	$2.33M	Buy
2024 Q3	$1.56M	Buy
2024 Q2	$814K	Buy
2023 Q4	$653K	Buy