Lokken Investment Group’s Salesforce CRM Stock Holding History

Lokken Investment Group’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$688K	Sell
2025 Q1	$708K	Sell
2024 Q4	$1.2M	Buy
2024 Q3	$967K	Sell
2024 Q2	$913K	Sell
2024 Q1	$1.08M	Sell
2023 Q4	$950K	Buy
2023 Q3	$732K	Buy
2023 Q2	$756K	Buy