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Pines Wealth Management’s Salesforce CRM Stock Holding History

Pines Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$488K Sell
1,793
-374
-17% -$102K 0.17% 130
2025
Q1 		$529K Buy
2,167
+5
+0.2% +$1.22K 0.24% 101
2024
Q4 		$687K Buy
+2,162
New +$687K 0.3% 84