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Guerra Advisors’s Salesforce CRM Stock Holding History

Guerra 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
-1,641
Closed -$549K – 64
2024
Q4 		$549K Buy
+1,641
New +$549K 0.3% 48