Warther Private Wealth’s Salesforce CRM Stock Holding History

Warther Private Wealth’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
2025 Q1	–	Sell
2024 Q4	$282K	Sell
2024 Q3	$251K	Sell
2024 Q2	$261K	Hold
2024 Q1	$306K	Buy
2022 Q2	–	Sell
2022 Q1	$669K	Buy
2021 Q4	$748K	Buy
2021 Q3	$795K	Buy
2021 Q2	$660K	Buy