Auxano Advisors’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Buy
1,853
+1,030
+125% +$281K 0.12% 95
2025
Q1
$221K Sell
823
-12
-1% -$3.22K 0.06% 148
2024
Q4
$279K Buy
+835
New +$279K 0.07% 133