BFO
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Biltmore Family Office’s Salesforce CRM Stock Holding History

Biltmore Family Office’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
Q1 		– Sell
-674
Closed -$226K – 276
2024
Q4 		$226K Sell
674
-69
-9% -$23.1K 0.04% 192
2024
Q3 		$204K Buy
+743
New +$204K 0.03% 206