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Barlow Wealth Partners’s Salesforce CRM Stock Holding History

Barlow Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,458
Closed -$1.43M – 135
2024
Q4 		$1.43M Buy
+4,458
New +$1.43M 0.18% 50