Forte Asset Management’s Salesforce CRM Stock Holding History

Forte Asset Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$307K	Hold
2025 Q1	$302K	Hold
2024 Q4	$377K	Hold
2024 Q3	$308K	Hold
2024 Q2	$289K	Hold
2024 Q1	$339K	Hold
2023 Q4	$296K	Hold
2023 Q3	$228K	Hold
2023 Q2	$238K	Hold
2023 Q1	$225K	Buy