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Fort LP’s Salesforce CRM Stock Holding History

Fort LP’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
2024
Q3 		$293K Sell
1,071
-23
-2% -$5.89K 0.74% 36
2024
Q2 		$281K Buy
1,094
+259
+31% +$69.3K 0.72% 47
2024
Q1 		$251K Buy
+835
New +$241K 0.63% 82
2020
Q4 		– Sell
-1,434
Closed -$360K – 268
2020
Q3 		$360K Buy
1,434
+69
+5% +$15.1K 0.15% 250
2020
Q2 		$256K Sell
1,365
-2,466
-64% -$416K 0.14% 241
2020
Q1 		$552K Buy
3,831
+2,763
+259% +$474K 0.12% 232
2019
Q4 		$174K Buy
+1,068
New +$167K 0.03% 293
2018
Q4 		– Sell
-707
Closed -$112K – 445
2018
Q3 		$112K Buy
+707
New +$105K 0.03% 280

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fort LP's CRM Position: Q3 2024 in Review

Fort LP reduced its Salesforce (CRM) stake by 2.1% in Q3 2024, selling an estimated $5.89K and leaving 1,071 shares worth $293K. The position accounts for 0.74% of the portfolio, ranked #36.

Fort LP first reported a position in CRM in Q3 2018 and has held it in 8 quarters since. The position peaked at $552K in Q1 2020. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Fort LP held 1,071 shares of Salesforce worth $293K as of Q3 2024.
  • Fort LP sold 23 Salesforce shares in Q3 2024, an estimated $5.89K.
  • Salesforce made up 0.74% of Fort LP's portfolio in Q3 2024, its #36 holding.
  • Fort LP first reported a position in Salesforce in Q3 2018 and has held it in 8 quarters since.
  • Fort LP's Salesforce position peaked at $552K in Q1 2020.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Fort LP's 13F filing for Q3 2024, filed 29 Oct 2024.