Generation Capital Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,343	Closed	-$1.7M	–	80
2025 Q1	$1.7M	Buy	6,343 +1,105	+21%	+$297K	1.53%	21
2024 Q4	$1.75M	Buy	+5,238	New	+$1.75M	1.5%	22