Williams & Novak’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$207K	Buy	+760	New	+$207K	0.18%	100
2025 Q1	–	Sell	-627	Closed	-$210K	–	133
2024 Q4	$210K	Buy	+627	New	+$210K	0.2%	103