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Valliance Asset Management’s Salesforce CRM Stock Holding History

Valliance Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,000
Closed -$2.01M – 30
2024
Q4 		$2.01M Buy
+6,000
New +$2.01M 3.6% 8