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Center For Asset Management’s Salesforce CRM Stock Holding History

Center For 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 		$324K Buy
964
+39
+4% +$13.1K 0.2% 91
2025
Q1 		$248K Sell
925
-39
-4% -$10.5K 0.15% 112
2024
Q4 		$322K Buy
+964
New +$322K 0.21% 92