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Marshall & Sterling Wealth Advisors’s Salesforce CRM Stock Holding History

Marshall & Sterling 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 		$51.9K Sell
192
-17
-8% -$4.59K 0.04% 154
2025
Q1 		$56.2K Buy
209
+162
+345% +$43.5K 0.04% 140
2024
Q4 		$15.4K Buy
+47
New +$15.4K 0.01% 206