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Guardian Partners’s Salesforce CRM Stock Holding History

Guardian Partners’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
Q2 		$1M Buy
+3,705
New +$1M 0.09% 116
2025
Q1 		– Sell
-705
Closed -$230K – 170
2024
Q4 		$230K Buy
+705
New +$230K 0.02% 157