Provence Wealth Management Group’s Salesforce CRM Stock Holding History

Provence 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
2023 Q4	$632K	Buy
2023 Q3	$424K	Buy
2023 Q2	$432K	Buy
2023 Q1	$401K	Buy