Forefront Wealth Partners’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Sell	3,078 -142	-4%	-$47.5K	0.71%	38
2025 Q1	$864K	Buy	3,220 +142	+5%	+$38.1K	0.59%	41
2024 Q4	$1.03M	Buy	+3,078	New	+$1.03M	0.77%	36