Trek Financial’s Salesforce CRM Stock Holding History

Trek Financial’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 Q3	$1.46M	Buy
2025 Q2	$1.3M	Buy
2025 Q1	$393K	Sell
2024 Q4	$3.76M	Buy
2024 Q3	$205K	Buy
2024 Q2	–	Sell
2024 Q1	$530K	Buy
2023 Q4	$225K	Buy
2022 Q3	–	Sell
2022 Q2	$245K	Buy
2022 Q1	$208K	Buy