TruWealth Advisors’s Salesforce CRM Stock Holding History

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