My Legacy Advisors’s Salesforce CRM Stock Holding History

My Legacy 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	$844K	Buy
2025 Q1	$789K	Buy
2024 Q4	$900K	Buy
2024 Q3	$751K	Sell
2024 Q2	$823K	Buy
2024 Q1	$861K	Buy
2023 Q4	$625K	Buy