FIM
FWL Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
380
-42
| -10% | -$11.5K | 0.03% | 114 |
|
|
2025
Q1 | $113K | Buy |
422
+12
| +3% | +$3.22K | 0.04% | 104 |
|
|
2024
Q4 | $137K | Buy |
410
+100
| +32% | +$33.4K | 0.05% | 98 |
|
|
2024
Q3 | $84.9K | Buy |
310
+15
| +5% | +$4.11K | 0.03% | 101 |
|
|
2024
Q2 | $75.8K | Sell |
295
-63
| -18% | -$16.2K | 0.04% | 79 |
|
|
2024
Q1 | $108K | Buy |
358
+108
| +43% | +$32.5K | 0.06% | 68 |
|
|
2023
Q4 | $65.8K | Hold |
250
| – | – | 0.04% | 83 |
|
|
2023
Q3 | $50.7K | Buy |
+250
| New | +$50.7K | 0.03% | 87 |
|
|
2022
Q2 | – | Sell |
-23,177
| Closed | -$4.92M | – | 45 |
|
|
2022
Q1 | $4.92M | Sell |
23,177
-5,606
| -19% | -$1.19M | 3.04% | 18 |
|
|
2021
Q4 | $7.32M | Buy |
28,783
+1,026
| +4% | +$261K | 4.47% | 8 |
|
|
2021
Q3 | $7.53M | Buy |
27,757
+93
| +0.3% | +$25.2K | 4.74% | 9 |
|
|
2021
Q2 | $6.76M | Buy |
27,664
+1,102
| +4% | +$269K | 4.1% | 8 |
|
|
2021
Q1 | $5.63M | Buy |
26,562
+6,228
| +31% | +$1.32M | 3.79% | 8 |
|
|
2020
Q4 | $4.53M | Buy |
+20,334
| New | +$4.53M | 3.47% | 11 |
|