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Seneca Financial Advisors’s Salesforce CRM Stock Holding History

Seneca Financial Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-642
Closed -$215K – 57
2024
Q4 		$215K Buy
+642
New +$215K 0.11% 48