My Personal CFO LLC’s Salesforce CRM Stock Holding History

My Personal CFO LLC’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 Q3	–	Sell
2025 Q2	$226K	Hold
2025 Q1	$222K	Sell
2024 Q4	$278K	Buy
2024 Q3	$228K	Sell
2024 Q2	$241K	Buy
2024 Q1	$256K	Buy
2023 Q4	$214K	Sell
2023 Q3	$217K	Buy
2023 Q1	–	Sell
2022 Q4	$5.57K	Buy