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Uniting Wealth Partners’s Salesforce CRM Stock Holding History

Uniting Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$527K Hold
1,933
– – 0.2% 54
2025
Q1 		$519K Buy
1,933
+46
+2% +$12.3K 0.26% 44
2024
Q4 		$631K Buy
+1,887
New +$631K 0.3% 42