Quantum Financial Advisors’s Salesforce CRM Stock Holding History

Quantum Financial Advisors’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 Q3	–	Sell
2025 Q2	$209K	Hold
2025 Q1	$206K	Buy
2024 Q4	$256K	Sell
2024 Q3	$230K	Hold
2024 Q2	$216K	Hold
2024 Q1	$253K	Sell
2023 Q4	$223K	Buy