KW
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Keyvantage Wealth’s Salesforce CRM Stock Holding History

Keyvantage 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 		– Sell
-806
Closed -$216K – 97
2025
Q1 		$216K Buy
+806
New +$216K 0.11% 90