Quaker Wealth Management’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$34.4K	Buy	+126	New	+$34.4K	0.01%	202
2025 Q1	–	Hold	0	–	–	–	183
2021 Q1	$212K	Hold	1,000	–	–	0.1%	53
2020 Q4	$223K	Buy	+1,000	New	+$223K	0.12%	45