Taylor 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 Q1	–	Sell	-685	Closed	-$229K	–	98
2024 Q4	$229K	Buy	+685	New	+$229K	0.16%	87
2024 Q2	–	Sell	-685	Closed	-$206K	–	92
2024 Q1	$206K	Buy	+685	New	+$206K	0.16%	91