Wealth Advisors of Iowa’s Salesforce CRM Stock Holding History

Wealth Advisors of Iowa’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
2025 Q2	$829K	Hold
2025 Q1	$816K	Sell
2024 Q4	$1.02M	Buy
2024 Q3	$829K	Buy
2024 Q2	$778K	Buy
2024 Q1	$909K	Sell
2023 Q4	$1.27M	Hold
2023 Q3	$982K	Hold
2023 Q2	$1.02M	Sell
2023 Q1	$1.09M	Buy