Vivaldi Capital Management’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Sell	895 -66	-7%	-$18K	0.04%	252
2025 Q1	$258K	Buy	961 +172	+22%	+$46.2K	0.04%	224
2024 Q4	$274K	Buy	+789	New	+$274K	0.04%	223
2024 Q1	–	Sell	-765	Closed	-$215K	–	225
2023 Q4	$215K	Buy	+765	New	+$215K	0.06%	197