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Rooted Wealth Advisors’s Salesforce CRM Stock Holding History

Rooted Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$293K Buy
1,134
+267
+31% +$68.9K 0.1% 87
2025
Q1 		$209K Sell
867
-125
-13% -$30.1K 0.09% 89
2024
Q4 		$322K Buy
992
+256
+35% +$83.1K 0.13% 73
2024
Q3 		$209K Buy
+736
New +$209K 0.09% 94