Strata Wealth Advisors’s Salesforce CRM Stock Holding History

Strata Wealth Advisors’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	$369K	Sell
2025 Q1	$387K	Buy
2024 Q4	$464K	Buy
2024 Q3	$374K	Buy
2024 Q2	$318K	Sell
2024 Q1	$490K	Buy
2023 Q4	$325K	Sell
2023 Q3	$251K	Buy
2023 Q1	$652K	Hold
2022 Q4	$433K	Buy