Warren Street Wealth Advisors’s Salesforce CRM Stock Holding History

Warren Street Wealth Advisors’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$210K	Sell
2025 Q3	$214K	Sell
2025 Q2	$284K	Buy
2025 Q1	$257K	Buy
2024 Q4	$300K	Buy
2024 Q3	$236K	Buy
2024 Q2	$221K	Buy
2024 Q1	$253K	Buy
2023 Q4	$203K	Buy