SIS
Strategic Investment Solutions’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4K | Sell |
93
-8
| -8% | -$2.18K | 0.01% | 270 |
|
|
2025
Q1 | $27.1K | Sell |
101
-300
| -75% | -$80.6K | 0.01% | 259 |
|
|
2024
Q4 | $112K | Buy |
401
+300
| +297% | +$83.5K | 0.04% | 132 |
|
|
2024
Q3 | $27.7K | Sell |
101
-27
| -21% | -$7.39K | 0.01% | 248 |
|
|
2024
Q2 | $33.1K | Buy |
+128
| New | +$33.1K | 0.01% | 215 |
|
|
2023
Q4 | $103K | Sell |
393
-4,521
| -92% | -$1.19M | 0.02% | 295 |
|
|
2023
Q3 | $1.06M | Buy |
4,914
+4,836
| +6,200% | +$1.04M | 0.01% | 308 |
|
|
2023
Q2 | $16.6K | Sell |
78
-315
| -80% | -$67.1K | ﹤0.01% | 490 |
|
|
2023
Q1 | $78.5K | Buy |
+393
| New | +$78.5K | 0.02% | 288 |
|