Fortis Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.48M | Buy |
23,765
+8,232
| +53% | +$2.24M | 1.01% | 29 |
|
|
2025
Q1 | $4.17M | Buy |
15,533
+1,585
| +11% | +$425K | 0.81% | 40 |
|
|
2024
Q4 | $4.66M | Buy |
13,948
+3,164
| +29% | +$1.06M | 0.86% | 36 |
|
|
2024
Q3 | $2.95M | Buy |
+10,784
| New | +$2.95M | 0.59% | 49 |
|
|
2023
Q2 | – | Sell |
-5,459
| Closed | -$1.09M | – | 109 |
|
|
2023
Q1 | $1.09M | Buy |
5,459
+1,202
| +28% | +$240K | 0.44% | 43 |
|
|
2022
Q4 | $564K | Sell |
4,257
-115
| -3% | -$15.2K | 0.42% | 53 |
|
|
2022
Q3 | $629K | Buy |
4,372
+171
| +4% | +$24.6K | 0.54% | 55 |
|
|
2022
Q2 | $693K | Sell |
4,201
-17,706
| -81% | -$2.92M | 0.68% | 46 |
|
|
2022
Q1 | $4.65M | Buy |
21,907
+18,308
| +509% | +$3.89M | 2.37% | 14 |
|
|
2021
Q4 | $915K | Sell |
3,599
-7,047
| -66% | -$1.79M | 0.47% | 48 |
|
|
2021
Q3 | $2.89M | Sell |
10,646
-90
| -0.8% | -$24.4K | 1.54% | 10 |
|
|
2021
Q2 | $2.62M | Buy |
10,736
+862
| +9% | +$211K | 1.33% | 20 |
|
|
2021
Q1 | $2.09M | Buy |
+9,874
| New | +$2.09M | 1.21% | 26 |
|