Safeguard Investment Advisory Group’s Salesforce CRM Stock Holding History

Safeguard Investment Advisory Group’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 Q2	$360K	Sell
2025 Q1	$432K	Buy
2024 Q4	$300K	Sell
2024 Q3	$256K	Buy
2024 Q2	–	Sell
2024 Q1	$214K	Buy
2021 Q1	–	Sell
2020 Q4	$82K	Buy