Pflug Koory’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$37.6K	Hold	138	–	–	0.02%	241
2025 Q1	$37K	Hold	138	–	–	0.02%	238
2024 Q4	$46.1K	Hold	138	–	–	0.02%	228
2024 Q3	$37.8K	Buy	+138	New	+$37.8K	0.02%	244
2024 Q1	$41.6K	Hold	138	–	–	0.02%	241
2023 Q4	$36.3K	Sell	138 -7	-5%	-$1.84K	0.02%	247
2023 Q3	$29.4K	Hold	145	–	–	0.02%	249
2023 Q2	$30.6K	Hold	145	–	–	0.02%	255
2023 Q1	$29K	Hold	145	–	–	0.02%	258
2022 Q4	$19K	Hold	145	–	–	0.01%	289
2022 Q3	$21K	Buy	145 +56	+63%	+$8.11K	0.01%	287
2022 Q2	$15K	Hold	89	–	–	0.01%	321
2022 Q1	$19K	Hold	89	–	–	0.01%	318
2021 Q4	$23K	Hold	89	–	–	0.01%	313
2021 Q3	$24K	Buy	89 +9	+11%	+$2.43K	0.01%	299
2021 Q2	$20K	Hold	80	–	–	0.01%	314
2021 Q1	$17K	Hold	80	–	–	0.01%	325
2020 Q4	$18K	Hold	80	–	–	0.01%	294
2020 Q3	$20K	Hold	80	–	–	0.01%	273
2020 Q2	$15K	Hold	80	–	–	0.01%	283
2020 Q1	$12K	Hold	80	–	–	0.01%	285
2019 Q4	$13K	Buy	80 +20	+33%	+$3.25K	0.01%	316
2019 Q3	$9K	Hold	60	–	–	0.01%	335
2019 Q2	$9K	Hold	60	–	–	0.01%	327
2019 Q1	$10K	Hold	60	–	–	0.01%	334
2018 Q4	$8K	Hold	60	–	–	0.01%	330
2018 Q3	$10K	Hold	60	–	–	0.01%	327
2018 Q2	$8K	Hold	60	–	–	0.01%	335
2018 Q1	$7K	Hold	60	–	–	0.01%	335
2017 Q4	$6K	Hold	60	–	–	﹤0.01%	330
2017 Q3	$6K	Hold	60	–	–	﹤0.01%	336
2017 Q2	$5K	Hold	60	–	–	﹤0.01%	343
2017 Q1	$5K	Hold	60	–	–	﹤0.01%	341
2016 Q4	$4	Buy	+60	New	+$4	﹤0.01%	343