One Wealth Advisors’s Salesforce CRM Stock Holding History

One 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 Q1	–	Sell
2024 Q4	$597K	Buy
2024 Q3	$474K	Buy
2024 Q2	$435K	Sell
2024 Q1	$532K	Buy
2019 Q2	–	Sell
2019 Q1	$1K	Buy
2018 Q4	–	Sell
2018 Q3	$1K	Hold
2018 Q2	$1K	Buy