EnRich Financial Partners’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	-373	Closed	-$125K	–	85
2024 Q4	$125K	Hold	373	–	–	0.04%	69
2024 Q3	$102K	Hold	373	–	–	0.03%	74
2024 Q2	$95.9K	Hold	373	–	–	0.04%	75
2024 Q1	$112K	Buy	+373	New	+$112K	0.04%	67