Alpha Omega Wealth Management’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	$295K	Buy	1,578 +307	+24%	+$63.6K	0.05%	174
2025 Q4	$337K	Buy	1,271 +201	+19%	+$50K	0.06%	164
2025 Q3	$254K	Sell	1,070 -19	-2%	-$4.79K	0.04%	185
2025 Q2	$297K	Buy	+1,089	New	+$291K	0.05%	179
2021 Q4	–	Sell	-845	Closed	-$229K	–	229
2021 Q3	$229K	Buy	+845	New	+$215K	0.04%	207
2020 Q4	–	Sell	-825	Closed	-$207K	–	214
2020 Q3	$207K	Buy	+825	New	+$181K	0.03%	182
2020 Q1	–	Sell	-1,579	Closed	-$257K	–	194
2019 Q4	$257K	Buy	1,579 +5	+0.3%	+$784	0.04%	182
2019 Q3	$254K	Buy	1,574 +739	+89%	+$112K	0.04%	186
2019 Q2	$127K	Hold	835	–	–	0.05%	170
2019 Q1	$132K	Hold	835	–	–	0.06%	166
2018 Q4	$114K	Sell	835 -25	-3%	-$3.44K	0.06%	165
2018 Q3	$137K	Sell	860 -200	-19%	-$29.7K	0.06%	159
2018 Q2	$145K	Buy	1,060 +50	+5%	+$6.38K	0.07%	147
2018 Q1	$117K	Sell	1,010 -290	-22%	-$33.3K	0.06%	153
2017 Q4	$133K	Sell	1,300 -300	-19%	-$30.6K	0.07%	151
2017 Q3	$149K	Hold	1,600	–	–	0.07%	144
2017 Q2	$139K	Sell	1,600 -500	-24%	-$43.5K	0.07%	150
2017 Q1	$173K	Hold	2,100	–	–	0.09%	136
2016 Q4	$144K	Hold	2,100	–	–	0.08%	154
2016 Q3	$150K	Buy	+2,100	New	+$164K	0.12%	73