Howard Wealth 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	–	Sell	-1,917	Closed	-$515K	–	122
2025 Q1	$515K	Sell	1,917 -5	-0.3%	-$1.34K	0.29%	75
2024 Q4	$643K	Buy	+1,922	New	+$643K	0.35%	68
2020 Q1	–	Sell	-32	Closed	-$5K	–	180
2019 Q4	$5K	Buy	+32	New	+$5K	﹤0.01%	391