VIS
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Vega Investment Solutions’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.99M Sell
18,297
-9,996
-35% -$2.73M 1.17% 13
2025
Q1
$7.6M Buy
28,293
+14,413
+104% +$3.87M 1.47% 12
2024
Q4
$4.64M Buy
+13,880
New +$4.64M 3.82% 8