INVST’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.46M	Sell	9,150 -8,268	-47%	-$2.22M	0.34%	64
2024 Q4	$5.82M	Buy	17,418 +415	+2%	+$139K	0.71%	39
2024 Q3	$4.65M	Buy	17,003 +685	+4%	+$187K	0.56%	44
2024 Q2	$4.18M	Buy	16,318 +1,455	+10%	+$373K	0.46%	48
2024 Q1	$4.49M	Sell	14,863 -1,138	-7%	-$344K	0.53%	44
2023 Q4	$4.57M	Sell	16,001 -518	-3%	-$148K	0.58%	41
2023 Q3	$3.35M	Buy	16,519 +173	+1%	+$35.1K	0.48%	40
2023 Q2	$3.45M	Sell	16,346 -143	-0.9%	-$30.2K	0.5%	36
2023 Q1	$3.23M	Buy	16,489 +1,461	+10%	+$286K	0.5%	36
2022 Q4	$2.52M	Sell	15,028 -718	-5%	-$121K	0.39%	39
2022 Q3	$2.29M	Buy	15,746 +102	+0.7%	+$14.9K	0.39%	35
2022 Q2	$2.95M	Buy	15,644 +149	+1%	+$28.1K	0.46%	36
2022 Q1	$2.54M	Buy	15,495 +3,001	+24%	+$491K	0.42%	39
2021 Q4	$2.38M	Buy	12,494 +3,350	+37%	+$638K	0.37%	39
2021 Q3	$2.48M	Buy	9,144 +199	+2%	+$54K	0.39%	46
2021 Q2	$2.13M	Buy	8,945 +285	+3%	+$68K	0.35%	47
2021 Q1	$2M	Buy	8,660 +1,167	+16%	+$269K	0.35%	45
2020 Q4	$1.67M	Buy	7,493 +959	+15%	+$213K	0.3%	48
2020 Q3	$1.66M	Buy	6,534 +460	+8%	+$117K	0.39%	47
2020 Q2	$1.17M	Buy	6,074 +1,713	+39%	+$329K	0.35%	51
2020 Q1	$585K	Buy	4,361 +256	+6%	+$34.3K	0.24%	54
2019 Q4	$668K	Buy	4,105 +48	+1%	+$7.81K	0.25%	49
2019 Q3	$599K	Sell	4,057 -11	-0.3%	-$1.62K	0.27%	46
2019 Q2	$627K	Hold	4,068	–	–	0.32%	35
2019 Q1	$656K	Sell	4,068 -103	-2%	-$16.6K	0.33%	34
2018 Q4	$571K	Buy	4,171 +20	+0.5%	+$2.74K	0.32%	29
2018 Q3	$664K	Sell	4,151 -1,212	-23%	-$194K	0.34%	30
2018 Q2	$732K	Buy	+5,363	New	+$732K	0.43%	30