RWA
River Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.15M | Sell |
33,545
-12,423
| -27% | -$3.39M | 1.14% | 23 |
|
|
2025
Q1 | $12.3M | Buy |
45,968
+9,267
| +25% | +$2.49M | 1.71% | 15 |
|
|
2024
Q4 | $12.3M | Buy |
36,701
+24,473
| +200% | +$8.18M | 1.63% | 14 |
|
|
2024
Q3 | $3.35M | Buy |
+12,228
| New | +$3.35M | 0.45% | 61 |
|