Retirement Planning Group (Kansas)’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-871	Closed	-$234K	–	306
2025 Q1	$234K	Buy	871 +269	+45%	+$72.2K	0.01%	271
2024 Q4	$201K	Buy	+602	New	+$201K	0.01%	275