Forum Financial 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
Q2 | $2.5M | Sell |
|
|||||
|
2025
Q1 | $2.81M | Sell |
|
|||||
|
2024
Q4 | $3.52M | Buy |
|
|||||
|
2024
Q3 | $2.32M | Buy |
|
|||||
|
2024
Q2 | $2.17M | Buy |
|
|||||
|
2024
Q1 | $2.48M | Buy |
|
|||||
|
2023
Q4 | $2.13M | Sell |
|
|||||
|
2023
Q3 | $1.64M | Buy |
|
|||||
|
2023
Q2 | $1.68M | Sell |
|
|||||
|
2023
Q1 | $1.6M | Buy |
|
|||||
|
2022
Q4 | $877K | Buy |
|
|||||
|
2022
Q3 | $705K | Sell |
|
|||||
|
2022
Q2 | $1.27M | Buy |
|
|||||
|
2022
Q1 | $1.34M | Sell |
|
|||||
|
2021
Q4 | $1.95M | Buy |
|