National Wealth Management Group’s Salesforce CRM Stock Holding History

National Wealth Management Group’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$634K	Buy
2025 Q2	$327K	Buy
2024 Q2	–	Sell
2024 Q1	$328K	Sell
2023 Q4	$633K	Buy
2023 Q3	$457K	Buy
2023 Q2	–	Sell
2023 Q1	$339K	Buy