Simplicity Wealth’s Salesforce CRM Stock Holding History

Simplicity Wealth’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	$1.67M	Buy
2025 Q1	$1.49M	Buy
2024 Q4	$515K	Sell
2024 Q3	$840K	Sell
2024 Q2	$7.35M	Buy
2024 Q1	$8.27M	Buy
2023 Q4	$390K	Buy