Ellsworth Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,233	Closed	-$4.42M	–	178
2024 Q4	$4.42M	Buy	13,233 +12,437	+1,562%	+$4.16M	1.16%	37
2024 Q3	$218K	Sell	796 -32	-4%	-$8.76K	0.06%	171
2024 Q2	$213K	Hold	828	–	–	0.06%	170
2024 Q1	$244K	Buy	+828	New	+$244K	0.07%	160