Pacific Capital Wealth Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-224	Closed	-$74.9K	–	148
2024 Q4	$74.9K	Sell	224 -14	-6%	-$4.68K	0.01%	124
2024 Q3	$65.1K	Buy	238 +96	+68%	+$26.3K	0.01%	141
2024 Q2	$36.5K	Buy	142 +121	+576%	+$31.1K	0.01%	181
2024 Q1	$6.33K	Buy	+21	New	+$6.33K	﹤0.01%	274