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Fortem Financial Group’s Salesforce CRM Stock Holding History

Fortem Financial Group’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
2022
Q2 		– Sell
-2,190
Closed -$465K – 174
2022
Q1 		$465K Sell
2,190
-1,100
-33% -$237K 0.2% 113
2021
Q4 		$836K Hold
3,290
– – 0.38% 85
2021
Q3 		$892K Sell
3,290
-450
-12% -$114K 0.45% 81
2021
Q2 		$914K Sell
3,740
-100
-3% -$23K 0.46% 80
2021
Q1 		$814K Sell
3,840
-70
-2% -$15.6K 0.47% 76
2020
Q4 		$870K Buy
3,910
+220
+6% +$53.5K 0.52% 70
2020
Q3 		$927K Hold
3,690
– – 0.67% 56
2020
Q2 		$691K Sell
3,690
-110
-3% -$18.5K 0.53% 66
2020
Q1 		$547K Buy
3,800
+1,250
+49% +$214K 0.5% 78
2019
Q4 		$415K Hold
2,550
– – 0.31% 82
2019
Q3 		$379K Sell
2,550
-250
-9% -$38K 0.32% 80
2019
Q2 		$425K Hold
2,800
– – 0.43% 57
2019
Q1 		$443K Buy
2,800
+400
+17% +$62K 0.46% 55
2018
Q4 		$329K Buy
+2,400
New +$330K 0.4% 58

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fortem Financial Group's CRM Position: Q2 2022 in Review

Fortem Financial Group sold out of Salesforce (CRM) in Q2 2022, closing a stake of 2,190 shares — an estimated $465K sold.

Fortem Financial Group first reported a position in CRM in Q4 2018 and held it in 14 quarters. The position peaked at $927K in Q3 2020. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Fortem Financial Group reported no remaining Salesforce position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 2,190 Salesforce shares in Q2 2022, an estimated $465K.
  • Fortem Financial Group first reported a position in Salesforce in Q4 2018 and held it in 14 quarters.
  • Fortem Financial Group's Salesforce position peaked at $927K in Q3 2020.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.