WFA of San Diego’s Salesforce CRM Stock Holding History

WFA of San Diego’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 Q2	$3.27K	Buy
2024 Q3	$4.65K	Hold
2024 Q2	$4.37K	Buy
2023 Q3	$2.43K	Hold
2023 Q2	$2.54K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy
2022 Q1	–	Sell
2021 Q4	$133K	Buy
2020 Q3	–	Sell
2020 Q2	$222K	Buy