Flynn Zito Capital Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$486K Sell
2025
Q1
$625K Sell
2024
Q4
$1.16M Sell
2024
Q3
$952K Sell
2024
Q2
$1.36M Sell
2024
Q1
$2.7M Buy