CIS
Connors Investor Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
55,957
+11,523
| +26% | +$3.14M | 1.35% | 30 |
|
|
2025
Q1 | $11.9M | Buy |
+44,434
| New | +$11.9M | 1.18% | 41 |
|
|
2024
Q2 | – | Sell |
-47,869
| Closed | -$14.4M | – | 155 |
|
|
2024
Q1 | $14.4M | Sell |
47,869
-5,002
| -9% | -$1.51M | 1.52% | 27 |
|
|
2023
Q4 | $13.9M | Buy |
+52,871
| New | +$13.9M | 1.56% | 28 |
|