Modern Wealth Management’s Salesforce CRM Stock Holding History

Modern Wealth Management’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	$701K	Sell
2025 Q1	$738K	Buy
2024 Q4	$681K	Buy
2024 Q3	$369K	Buy
2024 Q2	$305K	Buy
2024 Q1	$268K	Buy