C1AG
CRM icon

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

Client 1st Advisory Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-631
Closed -$211K – 133
2024
Q4 		$211K Buy
+631
New +$211K 0.08% 124