CPL
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Capital & Planning LLC’s Salesforce CRM Stock Holding History

Capital & Planning LLC’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
-35
Closed -$11.7K – 66
2024
Q4 		$11.7K Buy
+35
New +$11.7K 0.01% 88