Prospect Financial Services’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	-607	Closed	-$203K	–	113
2024 Q4	$203K	Buy	+607	New	+$203K	0.11%	108