Financial Gravity Asset Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Buy	11,245 +744	+7%	+$154K	0.37%	62
2025 Q4	$2.78M	Buy	10,501 +1,193	+13%	+$296K	0.54%	47
2025 Q3	$2.21M	Buy	+9,308	New	+$2.35M	0.44%	54
2025 Q1	$2.23M	Buy	+8,310	New	+$2.58M	0.49%	53
2024 Q2	$2.15M	Sell	8,348 -7,621	-48%	-$2.04M	0.54%	48
2024 Q1	$4.51M	Sell	15,969 -99,334	-86%	-$28.7M	0.6%	40
2023 Q4	$93.5M	Buy	115,303 +8,004	+7%	+$1.81M	0.99%	37
2023 Q3	$91.4M	Buy	107,299 +102,331	+2,060%	+$22.1M	1.01%	35
2023 Q2	$1.83K	Buy	4,968 +215	+5%	+$43.9K	0.01%	667
2023 Q1	$939	Buy	4,753 +3,468	+270%	+$586K	0.03%	367
2022 Q4	$314	Buy	1,285 +125	+11%	+$18.2K	﹤0.01%	868
2022 Q3	$167	Sell	1,160 -2,254	-66%	-$382K	0.01%	578
2022 Q2	$551	Buy	3,414 +2,311	+210%	+$408K	0.02%	375
2022 Q1	$227	Sell	1,103 -2,881	-72%	-$620K	0.01%	552
2021 Q4	$658	Buy	3,984 +1,552	+64%	+$436K	0.01%	446
2021 Q3	$940K	Sell	2,432 -2,819	-54%	-$716K	0.44%	39
2021 Q2	$1.28M	Buy	5,251 +535	+11%	+$123K	0.46%	52
2021 Q1	$1.1K	Buy	4,716 +2,146	+84%	+$478K	0.02%	284
2020 Q4	$563K	Buy	+2,570	New	+$625K	0.52%	51
2020 Q1	–	Sell	-11	Closed	-$163K	–	1163
2019 Q4	$163K	Hold	11	–	–	0.11%	162
2019 Q3	$2K	Buy	11 +1	+10%	+$152	﹤0.01%	871
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	876
2019 Q1	$2K	Buy	+10	New	+$1.55K	﹤0.01%	917
2018 Q3	$1K	Sell	10 -1	-9%	-$148	﹤0.01%	1098
2018 Q2	$2K	Buy	11 +1	+10%	+$128	﹤0.01%	963
2018 Q1	$1K	Buy	+10	New	+$1.15K	﹤0.01%	1097