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Riverbend Wealth Management’s Salesforce CRM Stock Holding History

Riverbend Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$748K Sell
2,742
-482
-15% -$131K 0.57% 46
2025
Q1 		$865K Buy
3,224
+332
+11% +$89.1K 0.77% 40
2024
Q4 		$969K Buy
+2,892
New +$969K 0.86% 34