Forte Capital’s Salesforce CRM Stock Holding History

Forte Capital’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
2025 Q2	$241K	Sell	882 -39	-4%	-$10.4K	0.03%	228
2025 Q1	$247K	Buy	921 +99	+12%	+$30.8K	0.03%	219
2024 Q4	$275K	Sell	822 -30	-4%	-$9.57K	0.03%	206
2024 Q3	$233K	Buy	852 +19	+2%	+$4.87K	0.03%	224
2024 Q2	$214K	Hold	833	–	–	0.03%	227
2024 Q1	$251K	Buy	+833	New	+$240K	0.03%	214
2023 Q3	–	Sell	-1,236	Closed	-$261K	–	210
2023 Q2	$261K	Hold	1,236	–	–	0.04%	186
2023 Q1	$247K	Buy	+1,236	New	+$209K	0.04%	190
2022 Q2	–	Sell	-1,199	Closed	-$305K	–	205
2022 Q1	$305K	Hold	1,199	–	–	0.04%	184
2021 Q4	$305K	Sell	1,199 -9	-0.7%	-$2.53K	0.04%	184
2021 Q3	$328K	Buy	1,208 +32	+3%	+$8.13K	0.04%	174
2021 Q2	$287K	Sell	1,176 -26	-2%	-$5.99K	0.04%	186
2021 Q1	$255K	Sell	1,202 -105	-8%	-$23.4K	0.04%	187
2020 Q4	$291K	Buy	1,307 +14	+1%	+$3.4K	0.04%	165
2020 Q3	$325K	Buy	1,293 +61	+5%	+$13.4K	0.06%	152
2020 Q2	$231K	Buy	+1,232	New	+$208K	0.05%	163

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return