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Secured Retirement Advisors’s Salesforce CRM Stock Holding History

Secured Retirement Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,466
Closed -$1.2M – 121
2025
Q1 		$1.2M Buy
+4,466
New +$1.2M 0.77% 51