Whitegate Investment Counselors’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	-1,712	Closed	-$464K	–	96
2021 Q3	$464K	Buy	1,712 +785	+85%	+$213K	0.07%	161
2021 Q2	$226K	Buy	+927	New	+$226K	0.03%	211