Parkworth Wealth Management’s Salesforce CRM Stock Holding History

Parkworth 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	$6K	Buy
2025 Q1	$1.88K	Sell
2024 Q4	$2.34K	Buy