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WT Asset Management’s Salesforce CRM Stock Holding History

WT Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-152,451
Closed -$51M – 32
2024
Q4 		$51M Buy
+152,451
New +$51M 5.62% 7