Wealth Alliance Advisory Group’s Salesforce CRM Stock Holding History

Wealth Alliance Advisory Group’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 Q3	$786K	Sell
2025 Q2	$2.29M	Buy
2025 Q1	$1.41M	Buy
2024 Q4	$1.51M	Buy
2024 Q3	$948K	Sell
2024 Q2	$902K	Buy
2024 Q1	$794K	Buy
2023 Q4	$691K	Buy
2023 Q3	$417K	Buy
2023 Q2	$396K	Buy