CIAS
CFS Investment Advisory Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-608
| Closed | -$203K | – | 310 |
|
|
2024
Q4 | $203K | Buy |
+608
| New | +$203K | 0.02% | 292 |
|
|
2022
Q4 | – | Sell |
-60,557
| Closed | – | – | 148 |
|
|
2022
Q3 | $0 | Buy |
+60,557
| New | – | ﹤0.01% | 261 |
|
|
2022
Q2 | – | Sell |
-80,894
| Closed | – | – | 274 |
|
|
2022
Q1 | $0 | Buy |
+80,894
| New | – | ﹤0.01% | 440 |
|