FAM
Fulcrum Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
+2,728
| New | +$744K | 0.57% | 46 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 57 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 51 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 90 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 91 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 165 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 32 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 34 |
|
|
2020
Q3 | – | Sell |
-13,095
| Closed | -$2.56M | – | 17 |
|
|
2020
Q2 | $2.56M | Buy |
+13,095
| New | +$2.56M | 0.86% | 34 |
|