WF
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Whelan Financial’s Salesforce CRM Stock Holding History

Whelan 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
Q1 		– Sell
-883
Closed -$295K – 65
2024
Q4 		$295K Buy
+883
New +$295K 0.12% 41