Vision Financial Markets’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$130K Hold
478
0.12% 87
2025
Q1
$128K Buy
478
+168
+54% +$45K 0.14% 77
2024
Q4
$104K Buy
+310
New +$104K 0.11% 80