ORG Wealth Partners’s Salesforce CRM Stock Holding History

ORG Wealth Partners’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	$722K	Sell
2025 Q1	$733K	Buy
2024 Q4	$703K	Sell
2024 Q3	$578K	Buy