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Cerity Partners OCIO’s Salesforce CRM Stock Holding History

Cerity Partners OCIO’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-804
Closed -$204K – 426
2021
Q4 		$204K Sell
804
-74
-8% -$18.8K 0.01% 405
2021
Q3 		$238K Buy
+878
New +$238K 0.01% 385