CFG
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Chapman Financial Group’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.29M Buy
+4,721
New +$1.29M 1.09% 28
2024
Q4
$1.6M Buy
+4,794
New +$1.6M 1.28% 19