Vienna Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-625
| Closed | -$209K | – | 46 |
|
|
2024
Q4 | $209K | Buy |
+625
| New | +$209K | 0.14% | 48 |
|
|
2024
Q3 | – | Sell |
-2,247
| Closed | -$578K | – | 48 |
|
|
2024
Q2 | $578K | Buy |
2,247
+162
| +8% | +$41.7K | 0.48% | 32 |
|
|
2024
Q1 | $668K | Buy |
+2,085
| New | +$668K | 0.61% | 25 |
|
|
2022
Q3 | $207K | Sell |
1,436
-1,358
| -49% | -$196K | 0.58% | 18 |
|
|
2022
Q2 | $461K | Sell |
2,794
-16,188
| -85% | -$2.67M | 1.7% | 14 |
|
|
2022
Q1 | $4.03M | Buy |
18,982
+15,335
| +420% | +$3.26M | 5.57% | 3 |
|
|
2021
Q4 | $927K | Buy |
+3,647
| New | +$927K | 0.84% | 24 |
|