Strait & Sound Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$509K	Sell	2,725 -877	-24%	-$182K	0.19%	97
2025 Q4	$954K	Sell	3,602 -600	-14%	-$149K	0.36%	57
2025 Q3	$996K	Buy	4,202 +49	+1%	+$12.4K	0.38%	56
2025 Q2	$1.13M	Buy	4,153 +424	+11%	+$113K	0.48%	48
2025 Q1	$1M	Buy	3,729 +610	+20%	+$190K	0.47%	51
2024 Q4	$1.04M	Buy	3,119 +59	+2%	+$18.8K	0.48%	36
2024 Q3	$838K	Sell	3,060 -539	-15%	-$138K	0.41%	43
2024 Q2	$925K	Buy	3,599 +716	+25%	+$192K	0.47%	39
2024 Q1	$863K	Buy	2,883 +91	+3%	+$26.3K	0.48%	37
2023 Q4	$758K	Sell	2,792 -11	-0.4%	-$2.49K	0.47%	37
2023 Q3	$568K	Sell	2,803 -81	-3%	-$17.5K	0.49%	43
2023 Q2	$609K	Sell	2,884 -1,091	-27%	-$223K	0.6%	36
2023 Q1	$794K	Sell	3,975 -23	-0.6%	-$3.88K	0.79%	33
2022 Q4	$594K	Buy	+3,998	New	+$583K	0.65%	41