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Essential Planning’s Salesforce CRM Stock Holding History

Essential Planning’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,106
Closed -$1.31M – 120
2024
Q4 		$1.31M Buy
+4,106
New +$1.31M 0.01% 218