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Stewardship Advisors’s Salesforce CRM Stock Holding History

Stewardship 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
Q1 		– Sell
-664
Closed -$222K – 148
2024
Q4 		$222K Buy
+664
New +$222K 0.06% 139