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 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 $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

Forte Asset Management's CRM Position: Q1 2026 in Review

Forte Asset Management held its Salesforce (CRM) position steady in Q1 2026 at 1,125 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #73.

Forte Asset Management first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $377K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Forte Asset Management held 1,125 shares of Salesforce worth $210K as of Q1 2026.
Forte Asset Management left its Salesforce share count unchanged in Q1 2026.
Salesforce made up 0.09% of Forte Asset Management's portfolio in Q1 2026, its #73 holding.
Forte Asset Management first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Forte Asset Management's Salesforce position peaked at $377K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.