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Talon Private Wealth’s Salesforce CRM Stock Holding History

Talon Private Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$949K Buy
3,481
+157
+5% +$42.8K 0.13% 100
2025
Q1 		$892K Buy
3,324
+451
+16% +$121K 0.12% 97
2024
Q4 		$961K Buy
2,873
+1,484
+107% +$496K 0.2% 61
2024
Q3 		$380K Buy
+1,389
New +$380K 0.08% 64