Vivid Financial Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$230K Sell
906
-63
-7% -$16K 0.09% 118
2021
Q3
$263K Sell
969
-1,258
-56% -$341K 0.11% 118
2021
Q2
$544K Buy
2,227
+70
+3% +$17.1K 0.22% 59
2021
Q1
$457K Buy
2,157
+151
+8% +$32K 0.21% 71
2020
Q4
$446K Buy
+2,006
New +$446K 0.22% 77