Fulcrum Capital’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$429K Sell
2024
Q3
$394K Sell
2024
Q2
$484K Hold
2024
Q1
$567K Sell
2023
Q4
$542K Hold
2023
Q3
$418K Sell
2023
Q2
$567K Sell
2023
Q1
$753K Buy
2022
Q4
$277K Hold
2022
Q3
$300K Sell
2022
Q2
$425K Hold
2022
Q1
$546K Sell
2021
Q4
$733K Buy
2021
Q3
$765K Sell
2021
Q2
$855K Sell
2021
Q1
$888K Buy