Running Point Capital Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,695	Closed	-$731K	–	124
2021 Q3	$731K	Buy	2,695 +212	+9%	+$57.5K	0.32%	51
2021 Q2	$607K	Buy	2,483 +33	+1%	+$8.07K	0.28%	56
2021 Q1	$519K	Sell	2,450 -24	-1%	-$5.08K	0.29%	53
2020 Q4	$551K	Buy	+2,474	New	+$551K	0.32%	46