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FORA Capital’s Salesforce CRM Stock Holding History

FORA Capital’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 		– Sell
-23,702
Closed -$5.18M – 465
2025
Q4 		$5.18M Sell
23,702
-8,026
-25% -$1.99M 0.63% 41
2025
Q3 		$7.52M Sell
31,728
-9,100
-22% -$2.3M 1.33% 8
2025
Q2 		$11.1M Buy
40,828
+18,537
+83% +$4.96M 1.24% 14
2025
Q1 		$5.98M Buy
+22,291
New +$6.93M 0.61% 34
2024
Q4 		– Sell
-43,206
Closed -$11.8M – 425
2024
Q3 		$11.8M Buy
43,206
+42,357
+4,989% +$10.8M 1.39% 7
2024
Q2 		$218K Buy
+849
New +$227K 0.03% 344
2023
Q4 		– Sell
-94,486
Closed -$19.2M – 469
2023
Q3 		$19.2M Buy
94,486
+77,044
+442% +$16.6M 1.68% 6
2023
Q2 		$3.68M Buy
+17,442
New +$3.56M 0.52% 57
2022
Q2 		– Sell
-3,047
Closed -$655K – 471
2022
Q1 		$655K Sell
3,047
-4,892
-62% -$1.05M 0.12% 233
2021
Q4 		$2.02M Sell
7,939
-14,441
-65% -$4.06M 0.78% 24
2021
Q3 		$6.07M Sell
22,380
-679
-3% -$172K 1.53% 5
2021
Q2 		$5.63M Buy
+23,059
New +$5.31M 1.05% 16
2021
Q1 		– Sell
-29,134
Closed -$6.48M – 826
2020
Q4 		$6.48M Buy
29,134
+27,654
+1,869% +$6.72M 0.99% 18
2020
Q3 		$372K Sell
1,480
-4,516
-75% -$989K 0.24% 89
2020
Q2 		$1.12M Sell
5,996
-2,415
-29% -$407K 0.38% 55
2020
Q1 		$1.21M Buy
8,411
+5,412
+180% +$928K 0.26% 93
2019
Q4 		$488K Buy
+2,999
New +$470K 0.05% 402

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

FORA Capital's CRM Position: Q1 2026 in Review

FORA Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 23,702 shares — an estimated $5.18M sold.

FORA Capital first reported a position in CRM in Q4 2019 and held it in 17 quarters. The position peaked at $19.2M in Q3 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • FORA Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 23,702 Salesforce shares in Q1 2026, an estimated $5.18M.
  • FORA Capital first reported a position in Salesforce in Q4 2019 and held it in 17 quarters.
  • FORA Capital's Salesforce position peaked at $19.2M in Q3 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.