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Advyzon Investment Management’s Salesforce CRM Stock Holding History

Advyzon Investment Management’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 		$514K Buy
1,884
+687
+57% +$187K 0.11% 179
2025
Q1 		$321K Buy
1,197
+256
+27% +$68.7K 0.11% 168
2024
Q4 		$315K Buy
+941
New +$315K 0.12% 156