Oregon Pacific Wealth Management’s Salesforce CRM Stock Holding History

Oregon Pacific Wealth Management’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	$343K	Buy
2025 Q1	$329K	Buy
2024 Q4	$375K	Buy