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Retirement Wealth Solutions’s Salesforce CRM Stock Holding History

Retirement Wealth Solutions’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$43K Sell
158
-41
-21% -$11.2K 0.03% 101
2025
Q1 		$53.3K Sell
199
-13
-6% -$3.48K 0.04% 75
2024
Q4 		$67.3K Buy
+212
New +$67.3K 0.06% 68