WealthStone’s Salesforce CRM Stock Holding History

WealthStone’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
2021 Q1	$907K	Sell
2020 Q4	$968K	Buy
2020 Q3	$1.09M	Sell
2020 Q2	$892K	Buy
2019 Q3	–	Sell
2019 Q2	$19.9K	Buy