Vista Capital Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Sell
734
-35
-5% -$9.54K 0.02% 123
2025
Q1
$206K Sell
769
-12
-2% -$3.22K 0.03% 108
2024
Q4
$261K Buy
+781
New +$261K 0.03% 98