PWA
CRM icon

Principia Wealth Advisory’s Salesforce CRM Stock Holding History

Principia Wealth Advisory’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.4K Buy
38
+22
+138% +$6K 0.01% 159
2025
Q1 		$4.24K Sell
16
-9
-36% -$2.39K ﹤0.01% 197
2024
Q4 		$8.36K Buy
+25
New +$8.36K 0.01% 131