PJWM
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Philip James Wealth Mangement’s Salesforce CRM Stock Holding History

Philip James Wealth Mangement’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 		$238K Hold
873
– – 0.03% 150
2025
Q1 		$234K Buy
+873
New +$234K 0.03% 153