GSIS
Global Strategic Investment Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
+744
| New | +$203K | 0.02% | 151 |
|
|
2025
Q1 | – | Sell |
-842
| Closed | -$282K | – | 151 |
|
|
2024
Q4 | $282K | Sell |
842
-99
| -11% | -$33.1K | 0.03% | 132 |
|
|
2024
Q3 | $258K | Sell |
941
-15
| -2% | -$4.11K | 0.03% | 132 |
|
|
2024
Q2 | $246K | Sell |
956
-143
| -13% | -$36.8K | 0.03% | 134 |
|
|
2024
Q1 | $331K | Buy |
1,099
+235
| +27% | +$70.8K | 0.04% | 121 |
|
|
2023
Q4 | $227K | Buy |
+864
| New | +$227K | 0.03% | 132 |
|
|
2022
Q2 | – | Sell |
-992
| Closed | -$211K | – | 128 |
|
|
2022
Q1 | $211K | Buy |
992
+16
| +2% | +$3.4K | 0.01% | 130 |
|
|
2021
Q4 | $248K | Buy |
+976
| New | +$248K | 0.04% | 120 |
|