Formidable Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Hold |
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|
2025
Q1 | $943K | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $912K | Sell |
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|
2024
Q2 | $936K | Buy |
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|
2024
Q1 | $994K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $241K | Sell |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $55K | Sell |
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|
2015
Q4 | $66K | Sell |
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|
2015
Q3 | $61K | Buy |
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|
2015
Q2 | $52K | Hold |
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|
2015
Q1 | $53K | Sell |
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|
2014
Q4 | $256K | Hold |
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|
2014
Q3 | $275K | Sell |
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|
2014
Q2 | $258K | Hold |
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|
2014
Q1 | $219K | Hold |
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|
2013
Q4 | $274K | Buy |
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|
2013
Q3 | $16K | Buy |
|