WW
CRM icon

Winnow Wealth’s Salesforce CRM Stock Holding History

Winnow Wealth’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 		– Sell
-30
Closed -$7.88K – 270
2025
Q1 		$7.88K Buy
30
+10
+50% +$2.63K 0.01% 215
2024
Q4 		$6.54K Buy
+20
New +$6.54K 0.01% 201