Vest 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 | $43M | Buy |
157,600
+47,862
| +44% | +$13.1M | 0.61% | 87 |
|
|
2025
Q1 | $29.4M | Buy |
109,738
+103,654
| +1,704% | +$27.8M | 0.46% | 100 |
|
|
2024
Q4 | $2.03M | Buy |
6,084
+883
| +17% | +$295K | 0.04% | 198 |
|
|
2024
Q3 | $1.42M | Buy |
5,201
+3,262
| +168% | +$893K | 0.03% | 203 |
|
|
2024
Q2 | $499K | Buy |
1,939
+140
| +8% | +$36K | 0.01% | 215 |
|
|
2024
Q1 | $542K | Buy |
+1,799
| New | +$542K | 0.01% | 213 |
|