Three Bridge Wealth Advisors’s Salesforce CRM Stock Holding History

Three Bridge 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	$321K	Buy
2025 Q1	–	Sell
2024 Q4	$205K	Buy
2024 Q3	–	Sell
2024 Q2	$271K	Hold
2024 Q1	$318K	Hold
2023 Q4	$278K	Hold
2023 Q3	$214K	Hold
2023 Q2	$223K	Hold
2023 Q1	$211K	Buy