New Wave Wealth Advisors’s Salesforce CRM Stock Holding History

New Wave Wealth 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 Q3	$308K	Hold
2025 Q2	$308K	Sell
2025 Q1	$338K	Buy
2024 Q4	$339K	Sell
2024 Q3	$323K	Sell
2024 Q2	$336K	Buy