Portside Wealth Group’s Salesforce CRM Stock Holding History

Portside Wealth Group’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	$1.52M	Buy
2025 Q1	$1.42M	Buy
2024 Q4	$1.55M	Buy
2024 Q3	$1.15M	Sell
2024 Q2	$7.12M	Sell
2024 Q1	$8.63M	Sell
2023 Q4	$8.02M	Sell
2023 Q3	$6.68M	Buy
2023 Q2	$6.91M	Buy