Cherrydale Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-747	Closed	-$200K	–	77
2025 Q1	$200K	Buy	747 +69	+10%	+$18.5K	0.08%	69
2024 Q4	$227K	Buy	+678	New	+$227K	0.09%	64
2024 Q2	–	Sell	-684	Closed	-$206K	–	69
2024 Q1	$206K	Buy	+684	New	+$206K	0.1%	56