SA
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Sage Advisors’s Salesforce CRM Stock Holding History

Sage Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$313K Sell
1,146
-190
-14% -$51.8K 0.22% 28
2025
Q1 		$359K Buy
+1,336
New +$359K 0.25% 25