BankPlus Trust Department’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.93M	Buy	7,068 +158	+2%	+$43.1K	0.57%	45
2025 Q1	$1.85M	Buy	6,910 +138	+2%	+$37K	0.62%	40
2024 Q4	$2.26M	Buy	+6,772	New	+$2.26M	0.74%	27