OFO
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OneAscent Family Office’s Salesforce CRM Stock Holding History

OneAscent Family Office’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 		$220K Sell
805
-16
-2% -$4.37K 0.21% 121
2025
Q1 		$221K Buy
+821
New +$221K 0.21% 109