Peterson Financial Group’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$20.5K	Buy	+75	New	+$20.5K	0.08%	149
2023 Q1	–	Sell	-4,381	Closed	-$581K	–	32
2022 Q4	$581K	Sell	4,381 -2,352	-35%	-$312K	0.77%	54
2022 Q3	$968K	Buy	+6,733	New	+$968K	0.94%	46