VA
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VestGen Advisors’s Salesforce CRM Stock Holding History

VestGen Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.77M Sell
21,265
-34
-0.2% -$9.22K 0.23% 98
2025
Q1 		$5.72M Buy
+21,299
New +$5.72M 0.26% 85