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Asset Planning Inc’s Salesforce CRM Stock Holding History

Asset Planning Inc’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.4K Hold
93
– – 0.02% 191
2025
Q1 		$25K Hold
93
– – 0.02% 195
2024
Q4 		$31.1K Buy
+93
New +$31.1K 0.02% 181