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Steward Partners Investment Solutions’s Salesforce CRM Stock Holding History

Steward Partners Investment Solutions’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.1M Buy
3,667
+19
+0.5% +$5.72K 0.19% 99
2023
Q4 		$960K Buy
+3,648
New +$960K 0.4% 66