Aviso Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
4,889
+666
| +16% | +$182K | 0.06% | 130 |
|
|
2025
Q1 | $1.13M | Sell |
4,223
-1,277
| -23% | -$343K | 0.06% | 138 |
|
|
2024
Q4 | $1.84M | Buy |
5,500
+21
| +0.4% | +$7.02K | 0.09% | 101 |
|
|
2024
Q3 | $1.5M | Buy |
5,479
+412
| +8% | +$113K | 0.07% | 112 |
|
|
2024
Q2 | $1.3M | Buy |
+5,067
| New | +$1.3M | 0.07% | 112 |
|