FMI
F/M Investments’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
17,893
+88
| +0.5% | +$24K | 0.18% | 123 |
|
|
2025
Q1 | $4.78M | Sell |
17,805
-6,081
| -25% | -$1.63M | 0.19% | 111 |
|
|
2024
Q4 | $7.99M | Buy |
23,886
+17,250
| +260% | +$5.77M | 0.29% | 72 |
|
|
2024
Q3 | $1.84M | Sell |
6,636
-49
| -0.7% | -$13.6K | 0.06% | 217 |
|
|
2024
Q2 | $1.72M | Sell |
6,685
-387
| -5% | -$99.5K | 0.06% | 221 |
|
|
2024
Q1 | $2.13M | Sell |
7,072
-56
| -0.8% | -$16.9K | 1.44% | 17 |
|
|
2023
Q4 | $1.88M | Sell |
7,128
-621
| -8% | -$163K | 1.07% | 29 |
|
|
2023
Q3 | $1.57M | Sell |
7,749
-555
| -7% | -$113K | 1.17% | 27 |
|
|
2023
Q2 | $1.75M | Sell |
8,304
-12
| -0.1% | -$2.54K | 1.29% | 26 |
|
|
2023
Q1 | $1.66M | Buy |
+8,316
| New | +$1.66M | 1.68% | 23 |
|
|
2021
Q2 | – | Sell |
-1,011
| Closed | -$214K | – | 75 |
|
|
2021
Q1 | $214K | Sell |
1,011
-9,527
| -90% | -$2.02M | 0.17% | 79 |
|
|
2020
Q4 | $2.35M | Buy |
+10,538
| New | +$2.35M | 2.05% | 19 |
|