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Fort Point Capital Partners’s Salesforce CRM Stock Holding History

Fort Point 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
2021
Q1 		– Sell
-200
Closed -$45K – 153
2020
Q4 		$45K Buy
+200
New +$48.6K 0.01% 148
2019
Q1 		– Sell
-2,500
Closed -$342K – 118
2018
Q4 		$342K Hold
2,500
– – 0.14% 98
2018
Q3 		$398K Sell
2,500
-300
-11% -$44.5K 0.12% 97
2018
Q2 		$382K Buy
+2,800
New +$357K 0.13% 78

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 $3.37T AUM 44.26% 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

Fort Point Capital Partners's CRM Position: Q2 2026 in Review

Fort Point Capital Partners sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,647 shares — an estimated $307K sold.

Fort Point Capital Partners first reported a position in CRM in Q2 2014 and held it in 48 quarters. The position peaked at $14.8M in Q3 2018. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fort Point Capital Partners reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Fort Point Capital Partners sold 1,647 Salesforce shares in Q2 2026, an estimated $307K.
  • Fort Point Capital Partners first reported a position in Salesforce in Q2 2014 and held it in 48 quarters.
  • Fort Point Capital Partners's Salesforce position peaked at $14.8M in Q3 2018.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.