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Rainier Family Wealth’s Salesforce CRM Stock Holding History

Rainier Family Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$367K Sell
1,345
-494
-27% -$135K 0.37% 54
2025
Q1 		$494K Buy
1,839
+62
+3% +$16.6K 0.58% 41
2024
Q4 		$594K Buy
+1,777
New +$594K 0.72% 36