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Precedent Wealth Partners’s Salesforce CRM Stock Holding History

Precedent Wealth Partners’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-904
Closed -$272K – 137
2024
Q1 		$272K Hold
904
– – 0.12% 121
2023
Q4 		$238K Buy
+904
New +$238K 0.12% 123