FSA
CRM icon

Fort Sheridan Advisors’s Salesforce CRM Stock Holding History

Fort Sheridan Advisors’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
Q2 		– Sell
-1,102
Closed -$206K – 301
2026
Q1 		$206K Sell
1,102
-50
-4% -$10.4K 0.02% 273
2025
Q4 		$305K Sell
1,152
-222
-16% -$55.2K 0.04% 212
2025
Q3 		$326K Sell
1,374
-856
-38% -$216K 0.04% 204
2025
Q2 		$608K Hold
2,230
– – 0.09% 136
2025
Q1 		$598K Buy
2,230
+601
+37% +$187K 0.09% 139
2024
Q4 		$545K Buy
1,629
+100
+7% +$31.9K 0.08% 146
2024
Q3 		$419K Hold
1,529
– – 0.06% 173
2024
Q2 		$393K Sell
1,529
-90
-6% -$24.1K 0.06% 175
2024
Q1 		$488K Hold
1,619
– – 0.09% 136
2023
Q4 		$426K Buy
1,619
+301
+23% +$68.1K 0.09% 136
2023
Q3 		$267K Hold
1,318
– – 0.06% 154
2023
Q2 		$278K Buy
1,318
+35
+3% +$7.14K 0.06% 158
2023
Q1 		$256K Buy
+1,283
New +$217K 0.07% 165
2022
Q4 		– Sell
-1,574
Closed -$226K – 185
2022
Q3 		$226K Sell
1,574
-15
-0.9% -$2.54K 0.08% 163
2022
Q2 		$262K Sell
1,589
-170
-10% -$30K 0.09% 148
2022
Q1 		$373K Hold
1,759
– – 0.11% 121
2021
Q4 		$447K Sell
1,759
-274
-13% -$77K 0.13% 117
2021
Q3 		$551K Buy
2,033
+148
+8% +$37.6K 0.18% 97
2021
Q2 		$460K Buy
1,885
+75
+4% +$17.3K 0.15% 102
2021
Q1 		$383K Sell
1,810
-3
-0.2% -$668 0.15% 93
2020
Q4 		$403K Buy
1,813
+413
+30% +$100K 0.2% 73
2020
Q3 		$352K Buy
1,400
+108
+8% +$23.6K 0.21% 67
2020
Q2 		$242K Buy
+1,292
New +$218K 0.15% 85
2020
Q1 		– Sell
-1,684
Closed -$274K – 102
2019
Q4 		$274K Buy
1,684
+219
+15% +$34.3K 0.15% 86
2019
Q3 		$217K Buy
+1,465
New +$223K 0.12% 87

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 Sheridan Advisors's CRM Position: Q2 2026 in Review

Fort Sheridan Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,102 shares — an estimated $206K sold.

Fort Sheridan Advisors first reported a position in CRM in Q3 2019 and held it in 25 quarters. The position peaked at $608K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fort Sheridan Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Fort Sheridan Advisors sold 1,102 Salesforce shares in Q2 2026, an estimated $206K.
  • Fort Sheridan Advisors first reported a position in Salesforce in Q3 2019 and held it in 25 quarters.
  • Fort Sheridan Advisors's Salesforce position peaked at $608K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.