Financial Partners Capital Management’s Salesforce CRM Stock Holding History

Financial Partners Capital Management’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
2022 Q4	$3.89M	Sell
2022 Q3	$4.41M	Buy
2022 Q2	$5.01M	Buy
2022 Q1	$4.49M	Buy