SAM
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Simplify Asset Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,069
Closed -$526K 80
2021
Q4
$526K Buy
2,069
+697
+51% +$177K 0.02% 28
2021
Q3
$372K Buy
+1,372
New +$372K 0.03% 17