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Morey & Quinn Wealth Partners’s Salesforce CRM Stock Holding History

Morey & Quinn Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$758K Buy
2,778
+25
+0.9% +$6.82K 0.61% 42
2025
Q1 		$739K Sell
2,753
-41
-1% -$11K 0.61% 39
2024
Q4 		$934K Buy
+2,794
New +$934K 0.79% 30