Wetzel Investment Advisors’s Salesforce CRM Stock Holding History

Wetzel Investment Advisors’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	$316K	Buy
2025 Q2	$340K	Sell
2025 Q1	$356K	Sell
2024 Q4	$478K	Sell
2024 Q3	$420K	Buy
2024 Q2	$401K	Sell
2024 Q1	$424K	Sell
2023 Q4	$431K	Buy