SWP
CRM icon

Sagespring Wealth Partners’s Salesforce CRM Stock Holding History

Sagespring Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.66M Sell
17,092
-7,413
-30% -$2.02M 0.1% 105
2025
Q1 		$6.58M Buy
24,505
+9,740
+66% +$2.61M 0.17% 72
2024
Q4 		$4.94M Buy
+14,765
New +$4.94M 0.13% 79