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Fidelis Capital Partners’s Salesforce CRM Stock Holding History

Fidelis Capital Partners’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Buy
9,399
+2,222
+31% +$391K 0.08% 183
2026
Q1 		$1.34M Sell
7,177
-2,666
-27% -$552K 0.1% 175
2025
Q4 		$2.61M Sell
9,843
-2,660
-21% -$661K 0.19% 98
2025
Q3 		$2.96M Buy
12,503
+621
+5% +$157K 0.23% 84
2025
Q2 		$2.96M Sell
11,882
-252
-2% -$67.4K 0.27% 71
2025
Q1 		$3.25M Buy
12,134
+375
+3% +$117K 0.35% 59
2024
Q4 		$3.99M Buy
11,759
+1,437
+14% +$459K 0.4% 51
2024
Q3 		$2.94M Buy
10,322
+779
+8% +$200K 0.35% 55
2024
Q2 		$2.29M Buy
9,543
+320
+3% +$85.6K 0.33% 59
2024
Q1 		$2.78M Buy
9,223
+2,048
+29% +$591K 0.42% 46
2023
Q4 		$1.89M Buy
7,175
+1,850
+35% +$419K 0.42% 52
2023
Q3 		$1.08M Buy
5,325
+148
+3% +$32K 0.37% 63
2023
Q2 		$1.09M Buy
5,177
+187
+4% +$38.2K 0.4% 65
2023
Q1 		$986K Buy
4,990
+3,376
+209% +$570K 0.42% 61
2022
Q4 		$237K Buy
+1,614
New +$236K 0.28% 96

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelis Capital Partners's CRM Position: Q2 2026 in Review

Fidelis Capital Partners increased its Salesforce (CRM) stake by 31% in Q2 2026, buying an estimated $391K and bringing the position to 9,399 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #183.

Fidelis Capital Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.99M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fidelis Capital Partners held 9,399 shares of Salesforce worth $1.47M as of Q2 2026.
  • Fidelis Capital Partners bought 2,222 Salesforce shares in Q2 2026, an estimated $391K.
  • Salesforce made up 0.08% of Fidelis Capital Partners's portfolio in Q2 2026, its #183 holding.
  • Fidelis Capital Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Fidelis Capital Partners's Salesforce position peaked at $3.99M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.