Fortitude Family Office’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
2,485
-86
| -3% | -$23.5K | 0.22% | 67 |
|
|
2025
Q1 | $690K | Sell |
2,571
-32
| -1% | -$8.59K | 0.25% | 55 |
|
|
2024
Q4 | $870K | Buy |
2,603
+55
| +2% | +$18.4K | 0.31% | 50 |
|
|
2024
Q3 | $697K | Buy |
2,548
+84
| +3% | +$23K | 0.28% | 48 |
|
|
2024
Q2 | $633K | Buy |
2,464
+96
| +4% | +$24.7K | 0.36% | 43 |
|
|
2024
Q1 | $713K | Hold |
2,368
| – | – | 0.48% | 35 |
|
|
2023
Q4 | $623K | Buy |
+2,368
| New | +$623K | 0.46% | 36 |
|