Mattson Financial Services’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$861K	Buy	3,158 +44	+1%	+$12K	0.23%	119
2025 Q1	$836K	Sell	3,114 -384	-11%	-$103K	0.25%	118
2024 Q4	$957K	Buy	3,498 +3,490	+43,625%	+$955K	0.3%	108
2024 Q3	$2.06K	Hold	8	–	–	﹤0.01%	239
2024 Q2	$2.06K	Buy	+8	New	+$2.06K	﹤0.01%	239