Vahanian & Associates Financial Planning’s Salesforce CRM Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q4	$809K	Sell
2023 Q3	$808K	Hold
2023 Q2	$842K	Buy
2023 Q1	$421K	Buy