CBIZ Investment Advisory Services’s Salesforce CRM Stock Holding History

CBIZ Investment Advisory Services’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	$36.3K	Buy
2025 Q1	$30.1K	Buy
2024 Q4	$9.03K	Buy
2024 Q3	$2.19K	Buy
2020 Q2	–	Hold
2020 Q1	–	Hold