Harold Davidson & 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	$1.21M	Sell	4,439 -1,927	-30%	-$525K	0.78%	31
2025 Q1	$1.71M	Sell	6,366 -61	-0.9%	-$16.4K	0.93%	26
2024 Q4	$2.15M	Buy	+6,427	New	+$2.15M	1.03%	27