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Maridea Wealth Management’s Salesforce CRM Stock Holding History

Maridea Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$487K Buy
1,787
+1,020
+133% +$278K 0.13% 161
2025
Q1 		$206K Sell
767
-41
-5% -$11K 0.07% 217
2024
Q4 		$270K Buy
+808
New +$270K 0.09% 190