WCF
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West Coast Financial’s Salesforce CRM Stock Holding History

West Coast Financial’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
Q2 		– Sell
-11,719
Closed -$3.14M – 30
2025
Q1 		$3.14M Buy
+11,719
New +$3.14M 0.36% 52