Compass Capital Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.4M	Buy	+52,719	New	+$14.4M	0.77%	35
2021 Q2	–	Sell	-1,000	Closed	-$212K	–	35
2021 Q1	$212K	Hold	1,000	–	–	0.02%	36
2020 Q4	$223K	Hold	1,000	–	–	0.02%	37
2020 Q3	$251K	Buy	+1,000	New	+$251K	0.02%	37