CFO
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Callan Family Office’s Salesforce CRM Stock Holding History

Callan Family Office’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5M Buy
18,351
+12,000
+189% +$3.27M 0.16% 149
2025
Q1 		$1.7M Sell
6,351
-139
-2% -$37.3K 0.13% 144
2024
Q4 		$2.17M Buy
+6,490
New +$2.17M 0.14% 136