PWP
CRM icon

Prasad Wealth Partners’s Salesforce CRM Stock Holding History

Prasad 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 		$297K Buy
1,088
+62
+6% +$16.9K 0.09% 94
2025
Q1 		$275K Sell
1,026
-2
-0.2% -$537 0.09% 92
2024
Q4 		$344K Buy
+1,028
New +$344K 0.11% 76