Zimmermann Investment Management & Planning’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,397	Closed	-$382K	–	30
2024 Q3	$382K	Sell	1,397 -283	-17%	-$77.5K	0.12%	99
2024 Q2	$432K	Buy	+1,680	New	+$432K	0.14%	88