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Centricity Wealth Management’s Salesforce CRM Stock Holding History

Centricity Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.5K Hold
53
– – 0.01% 294
2025
Q1 		$14.2K Hold
53
– – 0.01% 288
2024
Q4 		$17.7K Buy
+53
New +$17.7K 0.02% 265