Pure Financial Advisors’s Salesforce CRM Stock Holding History

Pure Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$538K	Buy
2025 Q2	$524K	Buy
2025 Q1	$492K	Buy
2024 Q4	$458K	Buy
2024 Q3	$249K	Buy
2024 Q2	$226K	Buy
2024 Q1	$253K	Buy
2023 Q4	$214K	Buy