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Fortis Advisors’s Salesforce CRM Stock Holding History

Fortis Advisors’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
Q4 		– Sell
-373
Closed -$54K – 263
2022
Q3 		$54K Hold
373
– – 0.04% 155
2022
Q2 		$62K Hold
373
– – 0.04% 159
2022
Q1 		$79K Hold
373
– – 0.04% 171
2021
Q4 		$95K Hold
373
– – 0.06% 145
2021
Q3 		$101K Hold
373
– – 0.06% 131
2021
Q2 		$91K Buy
+373
New +$86K 0.05% 157
2020
Q2 		– Sell
-81
Closed -$12K – 200
2020
Q1 		$12K Buy
+81
New +$13.9K 0.01% 251

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortis Advisors's CRM Position: Q4 2022 in Review

Fortis Advisors sold out of Salesforce (CRM) in Q4 2022, closing a stake of 373 shares — an estimated $54K sold.

Fortis Advisors first reported a position in CRM in Q1 2020 and held it in 7 quarters. The position peaked at $101K in Q3 2021. 2,023 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Fortis Advisors reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Fortis Advisors sold 373 Salesforce shares in Q4 2022, an estimated $54K.
  • Fortis Advisors first reported a position in Salesforce in Q1 2020 and held it in 7 quarters.
  • Fortis Advisors's Salesforce position peaked at $101K in Q3 2021.
  • 2,023 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Fortis Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.