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Vista Investment Management’s Salesforce CRM Stock Holding History

Vista Investment 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 		$576K Sell
2,111
-139
-6% -$37.9K 0.21% 112
2025
Q1 		$604K Sell
2,250
-299
-12% -$80.2K 0.24% 108
2024
Q4 		$852K Buy
2,549
+62
+2% +$20.7K 0.32% 89
2024
Q3 		$681K Buy
2,487
+1,650
+197% +$452K 0.26% 102
2024
Q2 		$215K Buy
+837
New +$215K 0.09% 166