Wintrust Investments’s Salesforce CRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$340K	Sell	1,018 -111	-10%	-$37.1K	0.3%	55
2024 Q3	$309K	Sell	1,129 -10,056	-90%	-$2.75M	0.23%	75
2024 Q2	$2.88M	Buy	11,185 +1,112	+11%	+$286K	0.23%	79
2024 Q1	$3.03M	Buy	10,073 +809	+9%	+$244K	0.27%	76
2023 Q4	$2.44M	Sell	9,264 -124	-1%	-$32.6K	0.24%	86
2023 Q3	$1.9M	Buy	9,388 +1,965	+26%	+$399K	0.2%	104
2023 Q2	$1.57M	Buy	+7,423	New	+$1.57M	0.16%	127
2023 Q1	–	Sell	-7,815	Closed	-$1.04M	–	342
2022 Q4	$1.04M	Buy	7,815 +256	+3%	+$33.9K	0.14%	135
2022 Q3	$1.24M	Sell	7,559 -394	-5%	-$64.7K	0.16%	123
2022 Q2	$1.45M	Sell	7,953 -1,935	-20%	-$352K	0.17%	110
2022 Q1	$2.13M	Sell	9,888 -1,975	-17%	-$425K	0.2%	87
2021 Q4	$2.9M	Sell	11,863 -1,000	-8%	-$244K	0.28%	62
2021 Q3	$3.21M	Sell	12,863 -870	-6%	-$217K	0.43%	39
2021 Q2	$3.3M	Sell	13,733 -2,949	-18%	-$708K	0.34%	55
2021 Q1	$3.78M	Buy	16,682 +3,982	+31%	+$903K	0.39%	48
2020 Q4	$3.14M	Buy	12,700 +8,079	+175%	+$1.99M	0.89%	27
2020 Q3	$1.16M	Sell	4,621 -603	-12%	-$152K	0.16%	118
2020 Q2	$965K	Sell	5,224 -2,344	-31%	-$433K	0.13%	125
2020 Q1	$1.13M	Buy	7,568 +3,993	+112%	+$597K	0.19%	99
2019 Q4	$581K	Buy	3,575 +257	+8%	+$41.8K	0.08%	187
2019 Q3	$493K	Buy	3,318 +153	+5%	+$22.7K	0.07%	203
2019 Q2	$480K	Buy	3,165 +1,472	+87%	+$223K	0.07%	206
2019 Q1	$268K	Buy	+1,693	New	+$268K	0.04%	287
2018 Q4	–	Sell	-1,285	Closed	-$204K	–	335
2018 Q3	$204K	Buy	+1,285	New	+$204K	0.03%	347