Decker Retirement Planning’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.9K Buy
150
+111
+285% +$30.3K 0.02% 86
2025
Q1
$10.5K Sell
39
-2
-5% -$537 0.01% 120
2024
Q4
$13.7K Buy
+41
New +$13.7K 0.01% 224