WPA
CRM icon

Wealth Preservation Advisors’s Salesforce CRM Stock Holding History

Wealth Preservation Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.74M Buy
6,365
+20
+0.3% +$5.45K 1.07% 14
2025
Q1 		$1.7M Buy
+6,345
New +$1.7M 1.22% 13