Lindbrook Capital’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.65M	Buy	6,155 +350	+6%	+$93.9K	0.15%	90
2024 Q4	$1.94M	Buy	5,805 +23	+0.4%	+$7.69K	0.18%	79
2024 Q3	$1.58M	Buy	5,782 +167	+3%	+$45.7K	0.14%	96
2024 Q2	$1.44M	Sell	5,615 -393	-7%	-$101K	0.14%	97
2024 Q1	$1.81M	Sell	6,008 -79	-1%	-$23.8K	0.17%	84
2023 Q4	$1.6M	Buy	6,087 +556	+10%	+$146K	0.16%	83
2023 Q3	$1.12M	Sell	5,531 -1,251	-18%	-$254K	0.13%	98
2023 Q2	$1.43M	Buy	6,782 +1,828	+37%	+$386K	0.15%	89
2023 Q1	$990K	Buy	4,954 +1,275	+35%	+$255K	0.12%	111
2022 Q4	$488K	Sell	3,679 -2,470	-40%	-$327K	0.06%	184
2022 Q3	$884K	Sell	6,149 -667	-10%	-$95.9K	0.15%	86
2022 Q2	$1.13M	Buy	6,816 +1,029	+18%	+$170K	0.19%	76
2022 Q1	$1.23M	Sell	5,787 -205	-3%	-$43.5K	0.19%	72
2021 Q4	$1.52M	Buy	5,992 +2,397	+67%	+$609K	0.23%	56
2021 Q3	$975K	Buy	3,595 +470	+15%	+$127K	0.26%	34
2021 Q2	$763K	Buy	3,125 +8	+0.3%	+$1.95K	0.17%	51
2021 Q1	$660K	Sell	3,117 -584	-16%	-$124K	0.15%	53
2020 Q4	$824K	Sell	3,701 -360	-9%	-$80.2K	0.2%	40
2020 Q3	$1.02M	Buy	4,061 +59	+1%	+$14.8K	0.28%	37
2020 Q2	$750K	Buy	4,002 +7	+0.2%	+$1.31K	0.22%	40
2020 Q1	$575K	Sell	3,995 -277	-6%	-$39.9K	0.22%	37
2019 Q4	$695K	Buy	4,272 +32	+0.8%	+$5.21K	0.24%	36
2019 Q3	$629K	Buy	4,240 +2,780	+190%	+$412K	0.24%	39
2019 Q2	$221K	Buy	1,460 +30	+2%	+$4.54K	0.09%	121
2019 Q1	$226K	Buy	1,430 +134	+10%	+$21.2K	0.09%	110
2018 Q4	$177K	Buy	+1,296	New	+$177K	0.09%	123