VIA
Vickerman Investment Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
15,798
+778
| +5% | +$212K | 0.93% | 30 |
|
|
2025
Q1 | $4.03M | Buy |
15,020
+1,472
| +11% | +$395K | 0.91% | 26 |
|
|
2024
Q4 | $4.53M | Sell |
13,548
-2,284
| -14% | -$764K | 1.23% | 22 |
|
|
2024
Q3 | $4.33M | Buy |
15,832
+241
| +2% | +$66K | 1.27% | 23 |
|
|
2024
Q2 | $4.01M | Buy |
15,591
+211
| +1% | +$54.2K | 1.29% | 24 |
|
|
2024
Q1 | $4.63M | Sell |
15,380
-505
| -3% | -$152K | 1.49% | 16 |
|
|
2023
Q4 | $4.18M | Sell |
15,885
-1,326
| -8% | -$349K | 1.43% | 17 |
|
|
2023
Q3 | $3.49M | Sell |
17,211
-500
| -3% | -$101K | 1.42% | 20 |
|
|
2023
Q2 | $3.74M | Sell |
17,711
-178
| -1% | -$37.6K | 1.46% | 19 |
|
|
2023
Q1 | $3.57M | Buy |
17,889
+11
| +0.1% | +$2.2K | 1.41% | 19 |
|
|
2022
Q4 | $2.37M | Buy |
17,878
+3,782
| +27% | +$501K | 1.08% | 38 |
|
|
2022
Q3 | $2.03M | Buy |
14,096
+2,254
| +19% | +$324K | 0.98% | 40 |
|
|
2022
Q2 | $1.95M | Buy |
11,842
+4,743
| +67% | +$783K | 0.92% | 41 |
|
|
2022
Q1 | $1.21M | Buy |
+7,099
| New | +$1.21M | 0.53% | 49 |
|