Greatmark Investment 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	-700	Closed	-$234K	–	142
2024 Q4	$234K	Buy	+700	New	+$234K	0.03%	130