Canandaigua National Trust of Florida’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$890K	Buy	3,262 +62	+2%	+$16.9K	0.63%	38
2025 Q1	$859K	Buy	3,200 +60	+2%	+$16.1K	0.76%	31
2024 Q4	$1.05M	Sell	3,140 -5	-0.2%	-$1.67K	0.82%	28
2024 Q3	$861K	Buy	+3,145	New	+$861K	0.74%	31