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Legacy Financial Strategies’s Salesforce CRM Stock Holding History

Legacy Financial Strategies’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
+740
New +$202K 0.04% 123
2025
Q1 		– Sell
-616
Closed -$204K – 122
2024
Q4 		$204K Buy
+616
New +$204K 0.04% 114