Vermillion & White Wealth Management Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.18K Hold
2025
Q1
$5.1K Sell
2024
Q4
$17.1K Hold
2024
Q3
$14K Hold
2024
Q2
$13.1K Hold
2024
Q1
$15.4K Buy
2023
Q4
$5K Buy