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Morris Financial Concepts’s Salesforce CRM Stock Holding History

Morris Financial Concepts’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-667
Closed -$223K – 199
2024
Q4 		$223K Buy
+667
New +$223K 0.1% 117