Twin Peaks Wealth Advisors’s Salesforce CRM Stock Holding History

Twin Peaks 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	$985K	Sell
2025 Q1	$1.12M	Sell
2024 Q4	$1.6M	Sell
2024 Q3	$1.33M	Buy
2024 Q2	$1.22M	Sell
2024 Q1	$1.5M	Sell
2023 Q4	$1.4M	Buy