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Golden Road Advisors’s Salesforce CRM Stock Holding History

Golden Road Advisors’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
-605
Closed -$202K – 39
2024
Q4 		$202K Buy
+605
New +$202K 0.15% 38