Forte Asset Management’s Salesforce CRM Stock Holding History

Forte Asset Management’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	-1,125	Closed	-$210K	–	78
2026 Q1	$210K	Hold	1,125	–	–	0.09%	73
2025 Q4	$298K	Hold	1,125	–	–	0.14%	65
2025 Q3	$267K	Hold	1,125	–	–	0.13%	66
2025 Q2	$307K	Hold	1,125	–	–	0.16%	62
2025 Q1	$302K	Hold	1,125	–	–	0.15%	62
2024 Q4	$377K	Hold	1,125	–	–	0.2%	55
2024 Q3	$308K	Hold	1,125	–	–	0.16%	59
2024 Q2	$289K	Hold	1,125	–	–	0.17%	58
2024 Q1	$339K	Hold	1,125	–	–	0.21%	50
2023 Q4	$296K	Hold	1,125	–	–	0.2%	52
2023 Q3	$228K	Hold	1,125	–	–	0.15%	51
2023 Q2	$238K	Hold	1,125	–	–	0.15%	57
2023 Q1	$225K	Buy	+1,125	New	+$190K	0.15%	57

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Forte Asset Management's CRM Position: Q2 2026 in Review

Forte Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,125 shares — an estimated $210K sold.

Forte Asset Management first reported a position in CRM in Q1 2023 and held it in 13 quarters. The position peaked at $377K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Forte Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Forte Asset Management sold 1,125 Salesforce shares in Q2 2026, an estimated $210K.
Forte Asset Management first reported a position in Salesforce in Q1 2023 and held it in 13 quarters.
Forte Asset Management's Salesforce position peaked at $377K in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.