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One Wealth Capital Management’s Salesforce CRM Stock Holding History

One Wealth Capital Management’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 		$267K Sell
980
-59
-6% -$16.1K 0.13% 86
2025
Q1 		$279K Buy
1,039
+285
+38% +$76.5K 0.15% 80
2024
Q4 		$252K Buy
+754
New +$252K 0.13% 86