Venture Visionary Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.26M | Buy |
33,544
+12,514
| +60% | +$2.59M | 0.21% | 117 |
|
|
2025
Q4 | $5.58M | Sell |
21,030
-1,481
| -7% | -$368K | 0.18% | 119 |
|
|
2025
Q3 | $5.34M | Buy |
22,511
+171
| +0.8% | +$43.1K | 0.18% | 120 |
|
|
2025
Q2 | $6.09M | Buy |
22,340
+964
| +5% | +$258K | 0.23% | 104 |
|
|
2025
Q1 | $5.74M | Sell |
21,376
-4,028
| -16% | -$1.25M | 0.24% | 107 |
|
|
2024
Q4 | $8.49M | Buy |
25,404
+2,262
| +10% | +$722K | 0.36% | 72 |
|
|
2024
Q3 | $6.33M | Sell |
23,142
-143
| -0.6% | -$36.6K | 0.28% | 94 |
|
|
2024
Q2 | $5.99M | Buy |
23,285
+387
| +2% | +$104K | 0.28% | 97 |
|
|
2024
Q1 | $6.9M | Sell |
22,898
-517
| -2% | -$149K | 0.33% | 80 |
|
|
2023
Q4 | $6.16M | Buy |
23,415
+6,262
| +37% | +$1.42M | 0.33% | 83 |
|
|
2023
Q3 | $3.48M | Sell |
17,153
-1,275
| -7% | -$275K | 0.21% | 116 |
|
|
2023
Q2 | $3.89M | Sell |
18,428
-650
| -3% | -$133K | 0.23% | 111 |
|
|
2023
Q1 | $3.81M | Buy |
19,078
+1,080
| +6% | +$182K | 0.24% | 105 |
|
|
2022
Q4 | $2.39M | Sell |
17,998
-253
| -1% | -$36.9K | 0.17% | 121 |
|
|
2022
Q3 | $2.63M | Sell |
18,251
-4,571
| -20% | -$775K | 0.21% | 107 |
|
|
2022
Q2 | $3.77M | Buy |
22,822
+194
| +0.9% | +$34.3K | 0.29% | 79 |
|
|
2022
Q1 | $4.8M | Buy |
22,628
+837
| +4% | +$180K | 0.32% | 72 |
|
|
2021
Q4 | $5.54M | Buy |
21,791
+439
| +2% | +$123K | 0.36% | 66 |
|
|
2021
Q3 | $5.79M | Buy |
21,352
+16,094
| +306% | +$4.09M | 0.41% | 56 |
|
|
2021
Q2 | $1.28M | Sell |
5,258
-16,841
| -76% | -$3.88M | 0.1% | 176 |
|
|
2021
Q1 | $4.68M | Buy |
22,099
+851
| +4% | +$189K | 0.39% | 59 |
|
|
2020
Q4 | $4.73M | Buy |
21,248
+5,173
| +32% | +$1.26M | 0.52% | 41 |
|
|
2020
Q3 | $4.04M | Hold |
16,075
| – | – | 0.98% | 23 |
|
|
2020
Q2 | $3.01M | Buy |
16,075
+5,199
| +48% | +$876K | 0.88% | 28 |
|
|
2020
Q1 | $1.56M | Hold |
10,876
| – | – | 0.59% | 31 |
|
|
2019
Q4 | $1.77M | Buy |
+10,876
| New | +$1.7M | 0.54% | 30 |
|
Other funds holding CRM
VCM
VPM
