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NWF Advisory Services’s Salesforce CRM Stock Holding History

NWF Advisory Services’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$693K Buy
2,540
+480
+23% +$131K 0.08% 166
2025
Q1 		$553K Sell
2,060
-624
-23% -$167K 0.08% 165
2024
Q4 		$899K Buy
+2,684
New +$899K 0.13% 93