RP
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Rice Partnership’s Salesforce CRM Stock Holding History

Rice Partnership’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.46M Buy
9,006
+1,064
+13% +$290K 0.43% 45
2025
Q1 		$2.13M Buy
+7,942
New +$2.13M 0.44% 44