US Asset Management LLC’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	-645	Closed	-$216K	–	124
2024 Q4	$216K	Sell	645 -36	-5%	-$12.1K	0.19%	115
2024 Q3	$233K	Buy	+681	New	+$233K	0.21%	108
2024 Q2	–	Sell	-681	Closed	-$205K	–	129
2024 Q1	$205K	Buy	+681	New	+$205K	0.18%	128