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Wealthstream Advisors’s Salesforce CRM Stock Holding History

Wealthstream Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-670
Closed -$224K – 171
2024
Q4 		$224K Buy
+670
New +$224K 0.04% 138