VCWM
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Vista Cima Wealth Management’s Salesforce CRM Stock Holding History

Vista Cima Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$568K Buy
2,081
+54
+3% +$14.7K 0.53% 32
2025
Q1 		$544K Hold
2,027
– – 0.59% 32
2024
Q4 		$678K Buy
+2,027
New +$678K 0.7% 29