Bond & Devick Financial Network’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	$903K	Sell	4,837 -265	-5%	-$54.9K	0.25%	63
2025 Q4	$1.35M	Buy	5,102 +80	+2%	+$19.9K	0.38%	39
2025 Q3	$1.19M	Buy	5,022 +655	+15%	+$165K	0.36%	42
2025 Q2	$1.19M	Buy	4,367 +235	+6%	+$62.8K	0.4%	37
2025 Q1	$1.11M	Buy	4,132 +261	+7%	+$81.2K	0.4%	38
2024 Q4	$1.06M	Hold	3,871	–	–	0.45%	41
2024 Q3	$1.06M	Hold	3,871	–	–	0.45%	41
2024 Q2	$995K	Buy	3,871 +150	+4%	+$40.1K	0.53%	35
2024 Q1	$1.12M	Hold	3,721	–	–	0.61%	25
2023 Q4	$979K	Sell	3,721 -226	-6%	-$51.1K	0.56%	34
2023 Q3	$800K	Hold	3,947	–	–	0.51%	38
2023 Q2	$834K	Sell	3,947 -50	-1%	-$10.2K	0.52%	36
2023 Q1	$799K	Hold	3,997	–	–	0.51%	40
2022 Q4	$530K	Sell	3,997 -632	-14%	-$92.2K	0.38%	55
2022 Q3	$666K	Sell	4,629 -465	-9%	-$78.8K	0.55%	45
2022 Q2	$841K	Buy	5,094 +106	+2%	+$18.7K	0.74%	35
2022 Q1	$1.06M	Sell	4,988 -27	-0.5%	-$5.81K	0.85%	26
2021 Q4	$1.27M	Sell	5,015 -100	-2%	-$28.1K	0.96%	21
2021 Q3	$1.39M	Hold	5,115	–	–	1.15%	17
2021 Q2	$1.25M	Buy	5,115 +75	+1%	+$17.3K	1.03%	20
2021 Q1	$1.07M	Buy	5,040 +185	+4%	+$41.2K	0.99%	26
2020 Q4	$1.08M	Buy	+4,855	New	+$1.18M	1.23%	20