GWN Securities’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$674K	Sell	2,470 -17,015	-87%	-$4.64M	0.13%	167
2025 Q1	$5.64M	Buy	19,485 +18,385	+1,671%	+$5.32M	0.32%	70
2024 Q4	$367K	Buy	+1,100	New	+$367K	0.1%	203