Vest Financial’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$45.2M Buy
2025
Q2
$43M Buy
2025
Q1
$29.4M Buy
2024
Q4
$2.03M Buy
2024
Q3
$1.42M Buy
2024
Q2
$499K Buy
2024
Q1
$542K Buy