Shoker Investment Counsel’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
1,093
+2
+0.2% +$545 0.09% 97
2025
Q1
$293K Hold
1,091
0.1% 86
2024
Q4
$365K Hold
1,091
0.12% 79
2024
Q3
$299K Buy
+1,091
New +$299K 0.1% 87