FAM
Forte Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Hold |
1,125
| – | – | 0.16% | 62 |
|
|
2025
Q1 | $302K | Hold |
1,125
| – | – | 0.15% | 62 |
|
|
2024
Q4 | $377K | Hold |
1,125
| – | – | 0.2% | 55 |
|
|
2024
Q3 | $308K | Hold |
1,125
| – | – | 0.16% | 59 |
|
|
2024
Q2 | $289K | Hold |
1,125
| – | – | 0.17% | 58 |
|
|
2024
Q1 | $339K | Hold |
1,125
| – | – | 0.21% | 50 |
|
|
2023
Q4 | $296K | Hold |
1,125
| – | – | 0.2% | 52 |
|
|
2023
Q3 | $228K | Hold |
1,125
| – | – | 0.15% | 51 |
|
|
2023
Q2 | $238K | Hold |
1,125
| – | – | 0.15% | 57 |
|
|
2023
Q1 | $225K | Buy |
+1,125
| New | +$225K | 0.15% | 57 |
|