HFA
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Hutchinson Financial Advisors’s Salesforce CRM Stock Holding History

Hutchinson Financial 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
Q2 		$1.18M Buy
+4,343
New +$1.18M 1.33% 36