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Brookwood Investment Group’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$839K Buy
3,077
+1,075
+54% +$293K 0.14% 157
2025
Q1
$537K Buy
+2,002
New +$537K 0.09% 213