Monarch Capital Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-650	Closed	-$218K	–	116
2024 Q4	$218K	Buy	+650	New	+$218K	0.06%	111
2024 Q2	–	Sell	-683	Closed	-$206K	–	115
2024 Q1	$206K	Buy	+683	New	+$206K	0.06%	113