Fort Point Capital Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $307K | Buy |
1,647
+77
| +5% | +$16K | 0.04% | 184 |
|
|
2025
Q4 | $367K | Buy |
1,570
+207
| +15% | +$51.4K | 0.04% | 174 |
|
|
2025
Q3 | $324K | Sell |
1,363
-11,498
| -89% | -$2.9M | 0.04% | 180 |
|
|
2025
Q2 | $3.51M | Buy |
12,861
+11,198
| +673% | +$2.99M | 0.25% | 62 |
|
|
2025
Q1 | $446K | Sell |
1,663
-456
| -22% | -$142K | 0.05% | 221 |
|
|
2024
Q4 | $708K | Sell |
2,119
-39
| -2% | -$12.4K | 0.08% | 163 |
|
|
2024
Q3 | $591K | Buy |
2,158
+21
| +1% | +$5.38K | 0.07% | 164 |
|
|
2024
Q2 | $549K | Sell |
2,137
-962
| -31% | -$257K | 0.07% | 185 |
|
|
2024
Q1 | $933K | Buy |
3,099
+81
| +3% | +$23.4K | 0.12% | 129 |
|
|
2023
Q4 | $794K | Sell |
3,018
-280
| -8% | -$63.4K | 0.11% | 125 |
|
|
2023
Q3 | $669K | Buy |
3,298
+49
| +2% | +$10.6K | 0.1% | 118 |
|
|
2023
Q2 | $686K | Buy |
3,249
+171
| +6% | +$34.9K | 0.1% | 123 |
|
|
2023
Q1 | $615K | Sell |
3,078
-261
| -8% | -$44.1K | 0.09% | 144 |
|
|
2022
Q4 | $443K | Sell |
3,339
-31
| -0.9% | -$4.52K | 0.07% | 163 |
|
|
2022
Q3 | $485K | Sell |
3,370
-128
| -4% | -$21.7K | 0.08% | 155 |
|
|
2022
Q2 | $577K | Sell |
3,498
-1,015
| -22% | -$179K | 0.09% | 147 |
|
|
2022
Q1 | $958K | Buy |
4,513
+49
| +1% | +$10.5K | 0.13% | 109 |
|
|
2021
Q4 | $1.13M | Buy |
4,464
+163
| +4% | +$45.8K | 0.15% | 97 |
|
|
2021
Q3 | $1.17M | Buy |
4,301
+627
| +17% | +$159K | 0.18% | 78 |
|
|
2021
Q2 | $897K | Buy |
3,674
+22
| +0.6% | +$5.07K | 0.16% | 75 |
|
|
2021
Q1 | $774K | Sell |
3,652
-350
| -9% | -$77.9K | 0.17% | 72 |
|
|
2020
Q4 | $891K | Buy |
4,002
+291
| +8% | +$70.8K | 0.2% | 65 |
|
|
2020
Q3 | $933K | Sell |
3,711
-41
| -1% | -$8.97K | 0.24% | 62 |
|
|
2020
Q2 | $703K | Sell |
3,752
-31,025
| -89% | -$5.23M | 0.22% | 57 |
|
|
2020
Q1 | $5.01M | Sell |
34,777
-7,978
| -19% | -$1.37M | 2.15% | 11 |
|
|
2019
Q4 | $6.95M | Sell |
42,755
-45,157
| -51% | -$7.08M | 2.5% | 10 |
|
|
2019
Q3 | $13.1M | Sell |
87,912
-485
| -0.5% | -$73.7K | 4.91% | 5 |
|
|
2019
Q2 | $13.4M | Buy |
88,397
+90
| +0.1% | +$14.1K | 5.3% | 5 |
|
|
2019
Q1 | $14M | Sell |
88,307
-4,607
| -5% | -$714K | 6.11% | 4 |
|
|
2018
Q4 | $12.7M | Hold |
92,914
| – | – | 5.13% | 4 |
|
|
2018
Q3 | $14.8M | Sell |
92,914
-6,878
| -7% | -$1.02M | 4.46% | 5 |
|
|
2018
Q2 | $13.6M | Buy |
99,792
+25
| +0% | +$3.19K | 4.57% | 4 |
|
|
2018
Q1 | $11.6M | Sell |
99,767
-1,199
| -1% | -$138K | 4.25% | 4 |
|
|
2017
Q4 | $10.3M | Buy |
100,966
+1,191
| +1% | +$121K | 4.81% | 5 |
|
|
2017
Q3 | $9.32M | Hold |
99,775
| – | – | 4.46% | 5 |
|
|
2017
Q2 | $8.64M | Sell |
99,775
-3,400
| -3% | -$296K | 4.81% | 4 |
|
|
2017
Q1 | $8.51M | Buy |
103,175
+12,403
| +14% | +$991K | 4.39% | 5 |
|
|
2016
Q4 | $6.91M | Sell |
90,772
-38,448
| -30% | -$2.79M | 3.78% | 7 |
|
|
2016
Q3 | $9.22M | Buy |
129,220
+25,000
| +24% | +$1.95M | 4.17% | 6 |
|
|
2016
Q2 | $8.28M | Buy |
104,220
+180
| +0.2% | +$14.1K | 4.01% | 5 |
|
|
2016
Q1 | $7.68M | Buy |
104,040
+40
| +0% | +$2.75K | 3.9% | 5 |
|
|
2015
Q4 | $8.15M | Sell |
104,000
-200
| -0.2% | -$15.6K | 4.15% | 5 |
|
|
2015
Q3 | $7.24M | Hold |
104,200
| – | – | 4.44% | 5 |
|
|
2015
Q2 | $7.25M | Hold |
104,200
| – | – | 4.55% | 5 |
|
|
2015
Q1 | $6.96M | Buy |
104,200
+4,000
| +4% | +$248K | 4.58% | 4 |
|
|
2014
Q4 | $5.94M | Buy |
100,200
+200
| +0.2% | +$11.8K | 4.42% | 4 |
|
|
2014
Q3 | $5.75M | Hold |
100,000
| – | – | 4.32% | 5 |
|
|
2014
Q2 | $5.81M | Buy |
+100,000
| New | +$5.4M | 5.14% | 5 |
|
Other funds holding CRM
VCM
VPM
Fort Point Capital Partners's CRM Position: Q1 2026 in Review
Fort Point Capital Partners increased its Salesforce (CRM) stake by 4.9% in Q1 2026, buying an estimated $16K and bringing the position to 1,647 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #184.
Fort Point Capital Partners first reported a position in CRM in Q2 2014 and has held it in 48 quarters since. The position peaked at $14.8M in Q3 2018. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Fort Point Capital Partners held 1,647 shares of Salesforce worth $307K as of Q1 2026.
- Fort Point Capital Partners bought 77 Salesforce shares in Q1 2026, an estimated $16K.
- Salesforce made up 0.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #184 holding.
- Fort Point Capital Partners first reported a position in Salesforce in Q2 2014 and has held it in 48 quarters since.
- Fort Point Capital Partners's Salesforce position peaked at $14.8M in Q3 2018.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.