The Family Firm’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	-686	Closed	-$230K	–	216
2024 Q4	$230K	Buy	+686	New	+$230K	0.05%	193
2024 Q3	–	Sell	-341	Closed	-$87.8K	–	338
2024 Q2	$87.8K	Buy	+341	New	+$87.8K	0.02%	300