Northwest Financial Advisors’s Salesforce CRM Stock Holding History

Northwest 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	–	Sell
2025 Q1	$609K	Buy
2024 Q4	$665K	Buy
2024 Q3	$544K	Sell
2024 Q2	$515K	Sell
2024 Q1	$651K	Hold
2023 Q4	$569K	Buy