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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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.