Trellis Advisors’s Salesforce CRM Stock Holding History

Trellis Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$208K	Sell
2023 Q2	$222K	Buy
2023 Q1	$209K	Buy
2022 Q1	–	Sell
2021 Q4	$203K	Hold
2021 Q3	$216K	Buy
2020 Q4	–	Sell
2020 Q3	$213K	Buy