HoyleCohen’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$355K	Sell	1,379 -30	-2%	-$7.71K	0.03%	212
2024 Q1	$424K	Hold	1,409	–	–	0.03%	209
2023 Q4	$371K	Hold	1,409	–	–	0.03%	213
2023 Q3	$286K	Sell	1,409 -12	-0.8%	-$2.43K	0.03%	216
2023 Q2	$300K	Buy	1,421 +100	+8%	+$21.1K	0.03%	221
2023 Q1	$264K	Sell	1,321 -18,048	-93%	-$3.61M	0.02%	231
2022 Q4	$2.57M	Sell	19,369 -1,505	-7%	-$200K	0.26%	89
2022 Q3	$3M	Buy	20,874 +359	+2%	+$51.6K	0.33%	78
2022 Q2	$3.39M	Buy	20,515 +1,960	+11%	+$323K	0.35%	74
2022 Q1	$3.94M	Buy	18,555 +1,544	+9%	+$328K	0.34%	80
2021 Q4	$4.32M	Buy	17,011 +1,479	+10%	+$376K	0.36%	73
2021 Q3	$4.21M	Buy	15,532 +500	+3%	+$136K	0.4%	73
2021 Q2	$3.67K	Buy	15,032 +504	+3%	+$123	0.29%	81
2021 Q1	$3.08M	Buy	14,528 +489	+3%	+$104K	0.31%	84
2020 Q4	$3.12M	Buy	14,039 +637	+5%	+$142K	0.36%	80
2020 Q3	$3.37M	Buy	13,402 +1,352	+11%	+$340K	0.5%	60
2020 Q2	$2.26M	Buy	12,050 +646	+6%	+$121K	0.38%	71
2020 Q1	$1.64M	Sell	11,404 -419	-4%	-$60.3K	0.33%	76
2019 Q4	$1.92M	Buy	11,823 +499	+4%	+$81.2K	0.31%	78
2019 Q3	$1.68M	Buy	11,324 +320	+3%	+$47.5K	0.29%	80
2019 Q2	$1.67M	Buy	11,004 +835	+8%	+$127K	0.29%	76
2019 Q1	$1.61M	Buy	10,169 +2,030	+25%	+$321K	0.28%	78
2018 Q4	$1.12M	Buy	8,139 +2,660	+49%	+$364K	0.23%	90
2018 Q3	$871K	Buy	5,479 +334	+6%	+$53.1K	0.16%	99
2018 Q2	$702K	Sell	5,145 -157	-3%	-$21.4K	0.14%	106
2018 Q1	$617K	Buy	5,302 +425	+9%	+$49.5K	0.13%	107
2017 Q4	$499K	Buy	+4,877	New	+$499K	0.1%	114