Waterway Wealth Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$666K	Buy	+2,443	New	+$666K	0.2%	53
2025 Q1	–	Sell	-1,815	Closed	-$607K	–	80
2024 Q4	$607K	Buy	+1,815	New	+$607K	0.27%	39