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Puff Wealth Management’s Salesforce CRM Stock Holding History

Puff 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 		$234K Buy
859
+14
+2% +$3.82K 0.17% 58
2025
Q1 		$227K Sell
845
-19
-2% -$5.1K 0.21% 55
2024
Q4 		$289K Buy
+864
New +$289K 0.5% 45