O'Rourke & Company’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	-623	Closed	-$208K	–	152
2024 Q4	$208K	Buy	+623	New	+$208K	0.1%	145
2022 Q2	–	Sell	-1,025	Closed	-$218K	–	118
2022 Q1	$218K	Hold	1,025	–	–	0.15%	115
2021 Q4	$260K	Buy	+1,025	New	+$260K	0.17%	109