Private Wealth Management Group’s Salesforce CRM Stock Holding History

Private Wealth Management 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 Q3	$92K	Buy
2025 Q2	$105K	Buy
2025 Q1	$101K	Buy
2024 Q4	$119K	Hold
2024 Q3	$97.7K	Buy
2024 Q2	$82.3K	Sell
2024 Q1	$105K	Buy
2023 Q4	$80.3K	Buy