WWA
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Wingate Wealth Advisors’s Salesforce CRM Stock Holding History

Wingate Wealth 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
-36
Closed -$12K – 169
2024
Q4 		$12K Buy
+36
New +$12K 0.01% 327