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Planning Alternatives’s Salesforce CRM Stock Holding History

Planning Alternatives’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,304
Closed -$350K – 82
2025
Q1 		$350K Buy
+1,304
New +$350K 0.05% 57