VCM
Vision Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Buy |
25,292
+1,090
| +5% | +$297K | 0.91% | 28 |
|
|
2025
Q1 | $6.49M | Buy |
24,202
+1,571
| +7% | +$422K | 0.94% | 28 |
|
|
2024
Q4 | $7.57M | Buy |
22,631
+37
| +0.2% | +$12.4K | 1.11% | 25 |
|
|
2024
Q3 | $6.18M | Buy |
22,594
+380
| +2% | +$104K | 0.87% | 31 |
|
|
2024
Q2 | $5.71M | Buy |
22,214
+1,767
| +9% | +$454K | 0.85% | 32 |
|
|
2024
Q1 | $6.16M | Sell |
20,447
-2,278
| -10% | -$686K | 0.92% | 34 |
|
|
2023
Q4 | $5.98M | Buy |
22,725
+117
| +0.5% | +$30.8K | 0.93% | 33 |
|
|
2023
Q3 | $4.58M | Buy |
22,608
+1,823
| +9% | +$370K | 0.84% | 38 |
|
|
2023
Q2 | $4.39M | Buy |
20,785
+25
| +0.1% | +$5.28K | 0.75% | 40 |
|
|
2023
Q1 | $4.15M | Buy |
20,760
+5,972
| +40% | +$1.19M | 0.75% | 40 |
|
|
2022
Q4 | $1.96M | Sell |
14,788
-6,814
| -32% | -$903K | 0.37% | 58 |
|
|
2022
Q3 | $3.11M | Sell |
21,602
-78
| -0.4% | -$11.2K | 0.64% | 40 |
|
|
2022
Q2 | $3.58M | Buy |
21,680
+6,404
| +42% | +$1.06M | 0.67% | 41 |
|
|
2022
Q1 | $3.24M | Buy |
15,276
+6,025
| +65% | +$1.28M | 0.53% | 45 |
|
|
2021
Q4 | $2.35M | Buy |
9,251
+226
| +3% | +$57.4K | 0.35% | 56 |
|
|
2021
Q3 | $2.45M | Buy |
9,025
+528
| +6% | +$143K | 0.4% | 51 |
|
|
2021
Q2 | $2.08M | Buy |
+8,497
| New | +$2.08M | 0.34% | 56 |
|