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Strategies Wealth Advisors’s Salesforce CRM Stock Holding History

Strategies 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 		– Sell
-1,106
Closed -$297K – 186
2025
Q1 		$297K Sell
1,106
-1,363
-55% -$366K 0.04% 140
2024
Q4 		$806K Buy
+2,469
New +$806K 0.1% 60