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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forte Capital's CRM Position: Q2 2025 in Review

Forte Capital reduced its Salesforce (CRM) stake by 4.2% in Q2 2025, selling an estimated $10.4K and leaving 882 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #228.

Forte Capital first reported a position in CRM in Q2 2020 and has held it in 16 quarters since. The position peaked at $328K in Q3 2021. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Forte Capital held 882 shares of Salesforce worth $241K as of Q2 2025.
  • Forte Capital sold 39 Salesforce shares in Q2 2025, an estimated $10.4K.
  • Salesforce made up 0.03% of Forte Capital's portfolio in Q2 2025, its #228 holding.
  • Forte Capital first reported a position in Salesforce in Q2 2020 and has held it in 16 quarters since.
  • Forte Capital's Salesforce position peaked at $328K in Q3 2021.
  • 2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.