RD Lewis Holdings’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Hold
1,691
0.41% 58
2025
Q1
$465K Hold
1,691
0.53% 50
2024
Q4
$551K Buy
+1,691
New +$551K 0.61% 47