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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$568K	Buy
2025 Q1	$544K	Hold
2024 Q4	$678K	Buy