WA
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WPG Advisers’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$81.5K Sell
299
-185
-38% -$50.4K 0.07% 189
2025
Q1
$130K Buy
484
+34
+8% +$9.12K 0.12% 127
2024
Q4
$150K Buy
+450
New +$150K 0.14% 125