Thurston Springer Miller Herd & Titak’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$642K	Buy	2,353 +283	+14%	+$77.2K	0.08%	214
2025 Q1	$556K	Buy	2,070 +650	+46%	+$174K	0.09%	183
2024 Q4	$475K	Buy	1,420 +924	+186%	+$309K	0.1%	182
2024 Q3	$136K	Sell	496 -481	-49%	-$132K	0.04%	341
2024 Q2	$251K	Buy	+977	New	+$251K	0.08%	207