Hughes Financial Services’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$194K	Buy	777 +18	+2%	+$4.49K	0.03%	71
2025 Q1	$205K	Buy	759 +2	+0.3%	+$540	0.04%	66
2024 Q4	$253K	Buy	+757	New	+$253K	0.05%	52