McHugh Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$614K Hold
2,250
0.41% 38
2025
Q1
$604K Buy
2,250
+200
+10% +$53.7K 0.46% 34
2024
Q4
$685K Buy
+2,050
New +$685K 0.51% 30