Acorn Financial Advisory Services’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$932K	Sell	4,995 -102	-2%	-$21.1K	0.13%	77
2025 Q4	$1.35M	Buy	5,097 +157	+3%	+$39K	0.2%	54
2025 Q3	$1.17M	Sell	4,940 -211	-4%	-$53.2K	0.18%	60
2025 Q2	$1.4M	Sell	5,151 -176	-3%	-$47.1K	0.23%	49
2025 Q1	$1.43M	Sell	5,327 -468	-8%	-$146K	0.26%	48
2024 Q4	$1.94M	Sell	5,795 -198	-3%	-$63.2K	0.32%	40
2024 Q3	$1.64M	Sell	5,993 -17	-0.3%	-$4.35K	0.29%	40
2024 Q2	$1.55M	Buy	6,010 +4	+0.1%	+$1.07K	0.29%	40
2024 Q1	$1.81M	Sell	6,006 -2,044	-25%	-$590K	0.34%	35
2023 Q4	$2.12M	Sell	8,050 -1,895	-19%	-$429K	0.37%	37
2023 Q3	$2.02M	Sell	9,945 -101	-1%	-$21.8K	0.36%	38
2023 Q2	$2.12M	Sell	10,046 -257	-2%	-$52.5K	0.38%	33
2023 Q1	$2.06M	Buy	10,303 +238	+2%	+$40.2K	0.4%	30
2022 Q4	$1.33M	Buy	10,065 +979	+11%	+$143K	0.28%	48
2022 Q3	$1.31M	Buy	9,086 +1,301	+17%	+$221K	0.31%	48
2022 Q2	$1.28M	Sell	7,785 -173	-2%	-$30.6K	0.31%	46
2022 Q1	$1.69M	Buy	7,958 +315	+4%	+$67.8K	0.34%	46
2021 Q4	$1.94M	Sell	7,643 -1	-0%	-$281	0.39%	39
2021 Q3	$2.07M	Sell	7,644 -307	-4%	-$78K	0.64%	33
2021 Q2	$1.94M	Buy	7,951 +550	+7%	+$127K	0.57%	42
2021 Q1	$1.57M	Buy	7,401 +1,331	+22%	+$296K	0.57%	46
2020 Q4	$1.35M	Buy	6,070 +315	+5%	+$76.6K	0.53%	50
2020 Q3	$1.45M	Sell	5,755 -520	-8%	-$114K	0.76%	27
2020 Q2	$1.18M	Sell	6,275 -2	-0%	-$337	0.82%	27
2020 Q1	$904K	Buy	6,277 +64	+1%	+$11K	0.89%	32
2019 Q4	$1.01M	Buy	+6,213	New	+$974K	0.85%	36