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

Marshall & Sterling Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$51.9K	Sell
2025 Q1	$56.1K	Buy
2024 Q4	$15.4K	Buy