Perissos Private Wealth Management’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	-725	Closed	-$242K	–	77
2024 Q4	$242K	Buy	+725	New	+$242K	0.18%	74