Cassia Capital Partners’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-873	Closed	-$222K	–	60
2021 Q4	$222K	Sell	873 -7,334	-89%	-$1.87M	0.15%	59
2021 Q3	$2.23M	Buy	+8,207	New	+$2.23M	1.53%	19