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Private Vista’s Salesforce CRM Stock Holding History

Private Vista’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,312
Closed -$212K – 144
2019
Q4 		$212K Buy
+1,312
New +$212K 0.06% 137