Wealth Effects’s Salesforce CRM Stock Holding History

Wealth Effects’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	$278K	Buy
2025 Q2	$303K	Buy
2025 Q1	$283K	Buy
2024 Q4	$311K	Buy
2024 Q3	$237K	Buy
2024 Q2	$215K	Sell
2024 Q1	$258K	Sell
2023 Q4	$233K	Buy
2022 Q2	–	Sell
2022 Q1	$248K	Buy
2021 Q4	$294K	Buy