Impact Capital Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
1,818
+88
+5% +$24K 0.16% 144
2025
Q1
$464K Sell
1,730
-345
-17% -$92.6K 0.17% 142
2024
Q4
$694K Buy
+2,075
New +$694K 0.25% 105