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Variant Private Wealth’s Salesforce CRM Stock Holding History

Variant Private Wealth’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$304K Buy
1,113
+1
+0.1% +$273 0.32% 34
2025
Q1 		$298K Buy
1,112
+2
+0.2% +$537 0.32% 38
2024
Q4 		$371K Buy
+1,110
New +$371K 0.35% 38