Stableford Capital II’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Buy	+4,067	New	+$1.09M	0.41%	59
2022 Q2	–	Sell	-8,489	Closed	-$1.7M	–	123
2022 Q1	$1.7M	Buy	+8,489	New	+$1.7M	0.72%	32