CIAS
CBIZ Investment Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3K | Buy |
133
+21
| +19% | +$5.73K | ﹤0.01% | 164 |
|
|
2025
Q1 | $30.1K | Buy |
112
+85
| +315% | +$22.8K | ﹤0.01% | 167 |
|
|
2024
Q4 | $9.03K | Buy |
27
+19
| +238% | +$6.36K | ﹤0.01% | 286 |
|
|
2024
Q3 | $2.19K | Buy |
+8
| New | +$2.19K | ﹤0.01% | 336 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 143 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 98 |
|