FAM
Formidable Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $943K | Hold |
3,513
| – | – | 0.16% | 123 |
|
|
2025
Q1 | $943K | Buy |
3,513
+284
| +9% | +$76.2K | 0.16% | 124 |
|
|
2024
Q4 | $1.08M | Sell |
3,229
-105
| -3% | -$35.1K | 0.18% | 113 |
|
|
2024
Q3 | $912K | Sell |
3,334
-305
| -8% | -$83.5K | 0.15% | 136 |
|
|
2024
Q2 | $936K | Buy |
3,639
+339
| +10% | +$87.2K | 0.15% | 133 |
|
|
2024
Q1 | $994K | Buy |
3,300
+2,009
| +156% | +$605K | 0.16% | 129 |
|
|
2023
Q4 | $340K | Buy |
1,291
+50
| +4% | +$13.2K | 0.07% | 210 |
|
|
2023
Q3 | $252K | Buy |
1,241
+50
| +4% | +$10.1K | 0.06% | 236 |
|
|
2023
Q2 | $252K | Sell |
1,191
-44
| -4% | -$9.31K | 0.06% | 236 |
|
|
2023
Q1 | $243K | Buy |
+1,235
| New | +$243K | 0.05% | 247 |
|
|
2022
Q4 | – | Sell |
-1,488
| Closed | -$244K | – | 324 |
|
|
2022
Q3 | $244K | Buy |
1,488
+40
| +3% | +$6.56K | 0.06% | 243 |
|
|
2022
Q2 | $244K | Sell |
1,448
-16
| -1% | -$2.7K | 0.05% | 250 |
|
|
2022
Q1 | $311K | Buy |
1,464
+100
| +7% | +$21.2K | 0.06% | 251 |
|
|
2021
Q4 | $341K | Sell |
1,364
-50
| -4% | -$12.5K | 0.07% | 238 |
|
|
2021
Q3 | $384K | Buy |
1,414
+18
| +1% | +$4.89K | 0.07% | 230 |
|
|
2021
Q2 | $335K | Sell |
1,396
-25
| -2% | -$6K | 0.07% | 215 |
|
|
2021
Q1 | $307K | Buy |
1,421
+229
| +19% | +$49.5K | 0.07% | 213 |
|
|
2020
Q4 | $263K | Buy |
1,192
+225
| +23% | +$49.6K | 0.06% | 224 |
|
|
2020
Q3 | $241K | Sell |
967
-310
| -24% | -$77.3K | 0.07% | 204 |
|
|
2020
Q2 | $240K | Buy |
+1,277
| New | +$240K | 0.07% | 205 |
|
|
2020
Q1 | – | Sell |
-1,222
| Closed | -$222K | – | 228 |
|
|
2019
Q4 | $222K | Buy |
+1,222
| New | +$222K | 0.07% | 194 |
|
|
2016
Q2 | – | Sell |
-725
| Closed | -$55K | – | 214 |
|
|
2016
Q1 | $55K | Sell |
725
-150
| -17% | -$11.4K | 0.04% | 193 |
|
|
2015
Q4 | $66K | Sell |
875
-10
| -1% | -$754 | 0.05% | 197 |
|
|
2015
Q3 | $61K | Buy |
885
+140
| +19% | +$9.65K | 0.04% | 205 |
|
|
2015
Q2 | $52K | Hold |
745
| – | – | 0.03% | 203 |
|
|
2015
Q1 | $53K | Sell |
745
-3,575
| -83% | -$254K | 0.03% | 198 |
|
|
2014
Q4 | $256K | Hold |
4,320
| – | – | 0.17% | 109 |
|
|
2014
Q3 | $275K | Sell |
4,320
-130
| -3% | -$8.28K | 0.18% | 105 |
|
|
2014
Q2 | $258K | Hold |
4,450
| – | – | 0.16% | 117 |
|
|
2014
Q1 | $219K | Hold |
4,450
| – | – | 0.15% | 111 |
|
|
2013
Q4 | $274K | Buy |
4,450
+4,150
| +1,383% | +$256K | 0.18% | 110 |
|
|
2013
Q3 | $16K | Buy |
+300
| New | +$16K | 0.01% | 252 |
|