FM
Family Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
23,747
+56
| +0.2% | +$15.3K | 0.97% | 26 |
|
|
2025
Q1 | $6.36M | Buy |
23,691
+2,091
| +10% | +$561K | 1.04% | 21 |
|
|
2024
Q4 | $7.22M | Buy |
21,600
+918
| +4% | +$307K | 1.16% | 21 |
|
|
2024
Q3 | $5.66M | Buy |
20,682
+7,680
| +59% | +$2.1M | 0.93% | 24 |
|
|
2024
Q2 | $3.34M | Buy |
+13,002
| New | +$3.34M | 0.59% | 47 |
|
|
2020
Q3 | – | Sell |
-3,133
| Closed | -$587K | – | 133 |
|
|
2020
Q2 | $587K | Buy |
3,133
+92
| +3% | +$17.2K | 0.24% | 80 |
|
|
2020
Q1 | $438K | Buy |
+3,041
| New | +$438K | 0.22% | 80 |
|
|
2016
Q2 | – | Sell |
-6,525
| Closed | -$482K | – | 81 |
|
|
2016
Q1 | $482K | Buy |
+6,525
| New | +$482K | 0.31% | 40 |
|
|
2015
Q1 | – | Sell |
-10,025
| Closed | -$595K | – | 84 |
|
|
2014
Q4 | $595K | Buy |
+10,025
| New | +$595K | 0.27% | 57 |
|