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Briaud Financial Planning’s Salesforce CRM Stock Holding History

Briaud Financial Planning’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13K Buy
+50
New +$13K 0.01% 215
2023
Q4 		– Sell
-15
Closed -$3K – 49
2023
Q3 		$3K Buy
+15
New +$3K ﹤0.01% 122