VT
Vise Technologies’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
+26,948
| New | +$7.35M | 0.3% | 65 |
|
|
2024
Q4 | $6.68M | Buy |
19,974
+4,558
| +30% | +$1.52M | 0.56% | 31 |
|
|
2024
Q3 | $4.22M | Buy |
15,416
+11,462
| +290% | +$3.14M | 0.54% | 39 |
|
|
2024
Q2 | $1.02M | Buy |
3,954
+1,174
| +42% | +$302K | 0.18% | 120 |
|
|
2024
Q1 | $837K | Buy |
2,780
+152
| +6% | +$45.8K | 0.16% | 132 |
|
|
2023
Q4 | $692K | Buy |
2,628
+225
| +9% | +$59.2K | 0.15% | 145 |
|
|
2023
Q3 | $487K | Buy |
2,403
+185
| +8% | +$37.5K | 0.12% | 174 |
|
|
2023
Q2 | $469K | Buy |
2,218
+146
| +7% | +$30.8K | 0.11% | 183 |
|
|
2023
Q1 | $414K | Buy |
2,072
+427
| +26% | +$85.3K | 0.11% | 192 |
|
|
2022
Q4 | $218K | Buy |
1,645
+154
| +10% | +$20.4K | 0.07% | 297 |
|
|
2022
Q3 | $214K | Buy |
1,491
+47
| +3% | +$6.75K | 0.08% | 273 |
|
|
2022
Q2 | $238K | Buy |
1,444
+454
| +46% | +$74.8K | 0.09% | 249 |
|
|
2022
Q1 | $210K | Buy |
+990
| New | +$210K | 0.08% | 229 |
|