Kestra Investment 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	$3.7M	Buy	13,727 +3,404	+33%	+$917K	0.06%	113
2025 Q1	$2.77M	Buy	10,323 +6,632	+180%	+$1.78M	0.09%	77
2024 Q4	$1.23M	Buy	3,691 +891	+32%	+$298K	0.05%	120
2024 Q3	$766K	Buy	+2,800	New	+$766K	0.03%	153