Strategic Financial Planning’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,049	Closed	-$233K	–	32
2020 Q4	$233K	Buy	+1,049	New	+$233K	0.2%	30