Revisor Wealth Management’s Salesforce CRM Stock Holding History

Revisor 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 Q3	$6.17M	Sell
2025 Q2	$6.66M	Buy
2025 Q1	$6.68M	Buy
2024 Q3	–	Sell
2024 Q2	$201K	Sell
2024 Q1	$238K	Buy