CIS
Custom Index Systems’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,045
| Closed | -$280K | – | 247 |
|
|
2025
Q1 | $280K | Sell |
1,045
-239
| -19% | -$64.1K | 0.14% | 213 |
|
|
2024
Q4 | $429K | Buy |
+1,284
| New | +$429K | 0.23% | 126 |
|
|
2024
Q3 | – | Sell |
-1,220
| Closed | -$314K | – | 248 |
|
|
2024
Q2 | $314K | Sell |
1,220
-1,194
| -49% | -$307K | 0.18% | 176 |
|
|
2024
Q1 | $727K | Buy |
2,414
+169
| +8% | +$50.9K | 0.41% | 51 |
|
|
2023
Q4 | $591K | Buy |
+2,245
| New | +$591K | 0.36% | 59 |
|