Pinnacle Private Wealth’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$274K	Sell	1,663 -941	-36%	-$155K	0.11%	211
2022 Q1	$553K	Sell	2,604 -395	-13%	-$83.9K	0.17%	133
2021 Q4	$762K	Buy	+2,999	New	+$762K	0.24%	100