Planning Capital Management Corporation’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$31.8K	Sell	116 -682	-85%	-$187K	0.02%	233
2024 Q2	$205K	Buy	798 +70	+10%	+$18K	0.14%	85
2024 Q1	$219K	Sell	728 -181	-20%	-$54.5K	0.16%	78
2023 Q4	$239K	Buy	+909	New	+$239K	0.19%	76