Stonebridge Financial Group’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	-387	Closed	-$104K	–	376
2025 Q1	$104K	Buy	387 +19	+5%	+$5.1K	0.01%	291
2024 Q4	$123K	Buy	+368	New	+$123K	0.01%	270