WealthTrak Capital 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	$13.4K	Buy	49 +13	+36%	+$3.55K	0.01%	165
2025 Q1	$9.66K	Sell	36 -5	-12%	-$1.34K	0.01%	169
2024 Q4	$13.7K	Buy	+41	New	+$13.7K	0.01%	148