Moran Wealth Management’s Salesforce CRM Stock Holding History

Moran 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	$5.55M	Sell
2025 Q1	$6.28M	Buy
2024 Q4	$7.78M	Sell
2024 Q3	$6.45M	Sell
2024 Q2	$20.4M	Buy
2024 Q1	$20M	Sell
2023 Q4	$17.6M	Sell
2023 Q3	$14.3M	Buy