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Whipplewood Advisors’s Salesforce CRM Stock Holding History

Whipplewood Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$57.3K Sell
210
-744
-78% -$203K 0.03% 300
2025
Q1 		$58.2K Buy
954
+769
+416% +$46.9K 0.03% 286
2024
Q4 		$61.9K Buy
+185
New +$61.9K 0.04% 283