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Francis Financial’s Salesforce CRM Stock Holding History

Francis Financial’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,036
Closed -$207K – 90
2024
Q4 		$207K Buy
+1,036
New +$207K 0.05% 89