Wills Financial Group’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,354	Closed	-$1.06M	–	69
2021 Q2	$1.06M	Buy	4,354 +62	+1%	+$15.1K	0.46%	41
2021 Q1	$909K	Buy	4,292 +1,512	+54%	+$320K	0.44%	41
2020 Q4	$618K	Buy	+2,780	New	+$618K	0.31%	42