Fulcrum Asset 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
$744K Buy
2025
Q1
Hold
2022
Q1
Hold
2021
Q4
Hold
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Sell
2020
Q2
$2.56M Buy