IW
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IronOak Wealth’s Salesforce CRM Stock Holding History

IronOak Wealth’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 		$2.06M Buy
+7,543
New +$2.06M 2% 17
2024
Q4 		$1.27M Buy
+3,797
New +$1.27M 1.42% 28