TruWealth Advisors’s Salesforce CRM Stock Holding History

TruWealth 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 Q3	$270K	Buy
2025 Q2	$208K	Buy
2025 Q1	–	Sell
2024 Q4	$246K	Buy
2024 Q3	$201K	Sell
2024 Q2	$218K	Buy
2024 Q1	$239K	Hold
2023 Q4	$208K	Buy