Gratus Capital’s Salesforce CRM Stock Holding History

Gratus Capital’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$512K	Buy
2024 Q1	$397K	Buy
2023 Q4	$295K	Buy
2023 Q3	$204K	Buy
2023 Q2	–	Sell
2023 Q1	$211K	Buy
2015 Q1	–	Hold
2014 Q4	–	Hold