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Prosperity Wealth Management’s Salesforce CRM Stock Holding History

Prosperity 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 		– Sell
-2,278
Closed -$611K – 243
2025
Q1 		$611K Buy
2,278
+290
+15% +$77.8K 0.29% 78
2024
Q4 		$665K Buy
+1,988
New +$665K 0.27% 66