Wealth Alliance Advisory Group’s Salesforce CRM Stock Holding History

Wealth Alliance Advisory Group’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 Q4	–	Sell
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