Purkiss Capital Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-783	Closed	-$210K	–	154
2025 Q1	$210K	Hold	783	–	–	0.16%	102
2024 Q4	$262K	Buy	+783	New	+$262K	0.23%	79