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Sulzberger Capital Advisors’s Salesforce CRM Stock Holding History

Sulzberger Capital 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
-1,275
Closed -$426K – 51
2024
Q4 		$426K Buy
+1,275
New +$426K 0.48% 37