Morling Financial Advisors’s Salesforce CRM Stock Holding History

Morling Financial 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	$370K	Sell
2025 Q1	$452K	Buy
2024 Q4	$448K	Buy
2024 Q3	$363K	Buy
2024 Q2	$304K	Buy
2024 Q1	–	Sell
2023 Q4	$247K	Buy