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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelis Capital Partners's CRM Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Salesforce (CRM) stake by 27% in Q1 2026, selling an estimated $552K and leaving 7,177 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #175.

Fidelis Capital Partners first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.99M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Fidelis Capital Partners held 7,177 shares of Salesforce worth $1.34M as of Q1 2026.
  • Fidelis Capital Partners sold 2,666 Salesforce shares in Q1 2026, an estimated $552K.
  • Salesforce made up 0.1% of Fidelis Capital Partners's portfolio in Q1 2026, its #175 holding.
  • Fidelis Capital Partners first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Salesforce position peaked at $3.99M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.