Capital Square’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-610	Closed	-$204K	–	193
2024 Q4	$204K	Buy	+610	New	+$204K	0.12%	168
2020 Q2	–	Sell	-287	Closed	-$41K	–	169
2020 Q1	$41K	Buy	+287	New	+$41K	0.05%	223