AAM
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Austin Asset Management’s Salesforce CRM Stock Holding History

Austin Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-815
Closed -$219K – 78
2025
Q1 		$219K Buy
815
+175
+27% +$47K 0.05% 73
2024
Q4 		$214K Buy
+640
New +$214K 0.04% 67