Client 1st Advisory Group’s Salesforce CRM Stock Holding History

Client 1st Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$307K	Buy
2025 Q3	$258K	Buy
2025 Q1	–	Sell
2024 Q4	$211K	Buy