Fortis Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.21M | Buy |
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|
2025
Q2 | $6.48M | Buy |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $4.66M | Buy |
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|
2024
Q3 | $2.95M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $629K | Buy |
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|
2022
Q2 | $693K | Sell |
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|
2022
Q1 | $4.65M | Buy |
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|
2021
Q4 | $915K | Sell |
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|
2021
Q3 | $2.89M | Sell |
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|
2021
Q2 | $2.62M | Buy |
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|
2021
Q1 | $2.09M | Buy |
|