Leith Wheeler Investment Counsel’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$39M	Buy	142,981 +38,147	+36%	+$10.4M	2.77%	6
2025 Q1	$28.1M	Buy	104,834 +31,537	+43%	+$8.46M	1.95%	16
2024 Q4	$24.5M	Buy	+73,297	New	+$24.5M	1.77%	15