FC
Forte Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
882
-39
| -4% | -$10.6K | 0.03% | 228 |
|
|
2025
Q1 | $247K | Buy |
921
+99
| +12% | +$26.6K | 0.03% | 219 |
|
|
2024
Q4 | $275K | Sell |
822
-30
| -4% | -$10K | 0.03% | 206 |
|
|
2024
Q3 | $233K | Buy |
852
+19
| +2% | +$5.2K | 0.03% | 224 |
|
|
2024
Q2 | $214K | Hold |
833
| – | – | 0.03% | 227 |
|
|
2024
Q1 | $251K | Buy |
+833
| New | +$251K | 0.03% | 214 |
|
|
2023
Q3 | – | Sell |
-1,236
| Closed | -$261K | – | 210 |
|
|
2023
Q2 | $261K | Hold |
1,236
| – | – | 0.04% | 186 |
|
|
2023
Q1 | $247K | Buy |
+1,236
| New | +$247K | 0.04% | 190 |
|
|
2022
Q2 | – | Sell |
-1,199
| Closed | -$305K | – | 205 |
|
|
2022
Q1 | $305K | Hold |
1,199
| – | – | 0.04% | 184 |
|
|
2021
Q4 | $305K | Sell |
1,199
-9
| -0.7% | -$2.29K | 0.04% | 184 |
|
|
2021
Q3 | $328K | Buy |
1,208
+32
| +3% | +$8.69K | 0.04% | 174 |
|
|
2021
Q2 | $287K | Sell |
1,176
-26
| -2% | -$6.35K | 0.04% | 186 |
|
|
2021
Q1 | $255K | Sell |
1,202
-105
| -8% | -$22.3K | 0.04% | 187 |
|
|
2020
Q4 | $291K | Buy |
1,307
+14
| +1% | +$3.12K | 0.04% | 165 |
|
|
2020
Q3 | $325K | Buy |
1,293
+61
| +5% | +$15.3K | 0.06% | 152 |
|
|
2020
Q2 | $231K | Buy |
+1,232
| New | +$231K | 0.05% | 163 |
|