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Wood Tarver Financial Group’s Salesforce CRM Stock Holding History

Wood Tarver Financial Group’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 		$32K Hold
118
– – 0.01% 311
2025
Q1 		$31.7K Buy
118
+11
+10% +$2.95K 0.01% 306
2024
Q4 		$35K Buy
+107
New +$35K 0.01% 294