Quaker Wealth Management’s Salesforce CRM Stock Holding History

Quaker Wealth Management’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 Q2	$34.4K	Buy
2025 Q1	–	Hold
2021 Q1	$212K	Hold
2020 Q4	$223K	Buy