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Safeguard Financial’s Salesforce CRM Stock Holding History

Safeguard Financial’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-84
Closed -$17K – 161
2023
Q2 		$17K Buy
+84
New +$17K 0.01% 282