Taylor Wealth Management Partners’s Salesforce CRM Stock Holding History

Taylor Wealth Management Partners’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
2022 Q2	$627K	Sell
2022 Q1	$830K	Sell
2021 Q4	$1.03M	Buy
2021 Q3	$999K	Buy