Brasada Capital Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,000	Closed	-$799K	–	132
2023 Q1	$799K	Buy	+4,000	New	+$799K	0.18%	88
2022 Q3	–	Sell	-1,500	Closed	-$248K	–	125
2022 Q2	$248K	Buy	+1,500	New	+$248K	0.06%	131