One Wealth Management Investment & Advisory Services’s Salesforce CRM Stock Holding History

One Wealth Management Investment & Advisory Services’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	$424K	Sell
2025 Q1	$423K	Sell
2024 Q4	$532K	Hold
2024 Q3	$435K	Sell
2024 Q2	$1.76M	Buy
2024 Q1	$2.03M	Buy
2023 Q4	$1.72M	Buy