GW Henssler & Associates’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$18.7M	Buy	68,427 +1,977	+3%	+$539K	1%	43
2025 Q1	$17.8M	Buy	66,450 +5,413	+9%	+$1.45M	1.02%	41
2024 Q4	$16.7M	Sell	61,037 -770	-1%	-$211K	0.96%	49
2024 Q3	$16.9M	Buy	+61,807	New	+$16.9M	0.96%	49