NIM
NEOS Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
77,911
+16,051
| +26% | +$4.38M | 0.26% | 73 |
|
|
2025
Q1 | $16.6M | Buy |
61,860
+11,275
| +22% | +$3.03M | 0.31% | 62 |
|
|
2024
Q4 | $16.9M | Buy |
50,585
+6,795
| +16% | +$2.27M | 0.4% | 47 |
|
|
2024
Q3 | $12M | Buy |
43,790
+8,932
| +26% | +$2.44M | 0.36% | 54 |
|
|
2024
Q2 | $8.96M | Buy |
34,858
+10,956
| +46% | +$2.82M | 0.37% | 48 |
|
|
2024
Q1 | $7.2M | Buy |
23,902
+5,875
| +33% | +$1.77M | 0.45% | 42 |
|
|
2023
Q4 | $4.74M | Buy |
18,027
+2,996
| +20% | +$788K | 0.45% | 44 |
|
|
2023
Q3 | $3.05M | Buy |
+15,031
| New | +$3.05M | 0.39% | 52 |
|