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ORG Wealth Partners’s Salesforce CRM Stock Holding History

ORG Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$722K Sell
2,654
-58
-2% -$15.8K 0.17% 81
2025
Q1 		$733K Buy
2,712
+608
+29% +$164K 0.23% 82
2024
Q4 		$703K Sell
2,104
-7
-0.3% -$2.34K 0.22% 40
2024
Q3 		$578K Buy
+2,111
New +$578K 0.19% 62