Parkside Advisors’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$628K	Hold	2,299	–	–	0.14%	48
2025 Q1	$617K	Hold	2,299	–	–	0.15%	45
2024 Q4	$770K	Hold	2,299	–	–	0.18%	42
2024 Q3	$630K	Hold	2,299	–	–	0.15%	47
2024 Q2	$591K	Hold	2,299	–	–	0.15%	46
2024 Q1	$693K	Hold	2,299	–	–	0.18%	46
2023 Q4	$605K	Hold	2,299	–	–	0.17%	43
2023 Q3	$466K	Hold	2,299	–	–	0.14%	48
2023 Q2	$486K	Sell	2,299 -124	-5%	-$26.2K	0.15%	43
2023 Q1	$484K	Hold	2,423	–	–	0.16%	40
2022 Q4	$321K	Buy	2,423 +124	+5%	+$16.4K	0.11%	58
2022 Q3	$331K	Sell	2,299 -5	-0.2%	-$720	0.13%	40
2022 Q2	$380K	Buy	2,304 +5	+0.2%	+$825	0.14%	38
2022 Q1	$488K	Hold	2,299	–	–	0.15%	37
2021 Q4	$584K	Sell	2,299 -31	-1%	-$7.88K	0.18%	35
2021 Q3	$632K	Buy	2,330 +31	+1%	+$8.41K	0.2%	32
2021 Q2	$562K	Hold	2,299	–	–	0.18%	36
2021 Q1	$487K	Hold	2,299	–	–	0.17%	41
2020 Q4	$512K	Hold	2,299	–	–	0.19%	39
2020 Q3	$578K	Hold	2,299	–	–	0.25%	33
2020 Q2	$431K	Sell	2,299 -650	-22%	-$122K	0.2%	40
2020 Q1	$425K	Buy	2,949 +1,301	+79%	+$187K	0.23%	32
2019 Q4	$268K	Hold	1,648	–	–	0.12%	53
2019 Q3	$245K	Hold	1,648	–	–	0.13%	50
2019 Q2	$250K	Hold	1,648	–	–	0.14%	50
2019 Q1	$261K	Hold	1,648	–	–	0.15%	48
2018 Q4	$226K	Sell	1,648 -44	-3%	-$6.03K	0.14%	55
2018 Q3	$269K	Hold	1,692	–	–	0.18%	40
2018 Q2	$231K	Buy	+1,692	New	+$231K	0.16%	38