Forte Capital’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 | $241K | Sell |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $233K | Buy |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $305K | Hold |
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|
2021
Q4 | $305K | Sell |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $291K | Buy |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $231K | Buy |
|