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Total Wealth Planning & Management’s Salesforce CRM Stock Holding History

Total Wealth Planning & Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-839
Closed -$225K – 198
2025
Q1 		$225K Sell
839
-11
-1% -$2.95K 0.21% 141
2024
Q4 		$284K Buy
+850
New +$284K 0.26% 124