FFM
Forum Financial Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
9,160
-1,317
| -13% | -$359K | 0.04% | 103 |
|
|
2025
Q1 | $2.81M | Sell |
10,477
-66
| -0.6% | -$17.7K | 0.05% | 84 |
|
|
2024
Q4 | $3.52M | Buy |
10,543
+2,075
| +25% | +$694K | 0.06% | 70 |
|
|
2024
Q3 | $2.32M | Buy |
8,468
+28
| +0.3% | +$7.66K | 0.04% | 91 |
|
|
2024
Q2 | $2.17M | Buy |
8,440
+219
| +3% | +$56.3K | 0.04% | 89 |
|
|
2024
Q1 | $2.48M | Buy |
8,221
+135
| +2% | +$40.7K | 0.04% | 94 |
|
|
2023
Q4 | $2.13M | Sell |
8,086
-13
| -0.2% | -$3.42K | 0.04% | 84 |
|
|
2023
Q3 | $1.64M | Buy |
8,099
+136
| +2% | +$27.6K | 0.04% | 103 |
|
|
2023
Q2 | $1.68M | Sell |
7,963
-53
| -0.7% | -$11.2K | 0.04% | 98 |
|
|
2023
Q1 | $1.6M | Buy |
8,016
+1,404
| +21% | +$280K | 0.05% | 95 |
|
|
2022
Q4 | $877K | Buy |
6,612
+1,713
| +35% | +$227K | 0.03% | 153 |
|
|
2022
Q3 | $705K | Sell |
4,899
-2,791
| -36% | -$402K | 0.03% | 158 |
|
|
2022
Q2 | $1.27M | Buy |
7,690
+1,389
| +22% | +$229K | 0.06% | 101 |
|
|
2022
Q1 | $1.34M | Sell |
6,301
-1,359
| -18% | -$288K | 0.06% | 93 |
|
|
2021
Q4 | $1.95M | Buy |
+7,660
| New | +$1.95M | 0.1% | 63 |
|