Heron Bay 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	$5.2M	Buy	19,082 +1,135	+6%	+$310K	1.02%	31
2025 Q1	$4.82M	Buy	+17,947	New	+$4.82M	1.01%	34