FCM
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Fortis Capital Management’s Salesforce CRM Stock Holding History

Fortis Capital 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
Q2 		$6.31M Buy
40,293
+9,618
+31% +$1.69M 0.71% 37
2026
Q1 		$5.73M Buy
30,675
+3,010
+11% +$624K 0.59% 38
2025
Q4 		$7.33M Buy
27,665
+1,459
+6% +$363K 0.97% 33
2025
Q3 		$6.21M Buy
26,206
+2,441
+10% +$616K 0.87% 35
2025
Q2 		$6.48M Buy
23,765
+8,232
+53% +$2.2M 1.01% 29
2025
Q1 		$4.17M Buy
15,533
+1,585
+11% +$493K 0.81% 40
2024
Q4 		$4.66M Buy
13,948
+3,164
+29% +$1.01M 0.86% 36
2024
Q3 		$2.95M Buy
+10,784
New +$2.76M 0.59% 49
2023
Q2 		– Sell
-5,459
Closed -$1.09M – 110
2023
Q1 		$1.09M Buy
5,459
+1,202
+28% +$203K 0.44% 43
2022
Q4 		$564K Sell
4,257
-115
-3% -$16.8K 0.42% 53
2022
Q3 		$629K Buy
4,372
+171
+4% +$29K 0.54% 56
2022
Q2 		$693K Sell
4,201
-17,706
-81% -$3.13M 0.68% 46
2022
Q1 		$4.65M Buy
21,907
+18,308
+509% +$3.94M 2.37% 14
2021
Q4 		$915K Sell
3,599
-7,047
-66% -$1.98M 0.47% 48
2021
Q3 		$2.89M Sell
10,646
-90
-0.8% -$22.9K 1.54% 11
2021
Q2 		$2.62M Buy
10,736
+862
+9% +$199K 1.33% 20
2021
Q1 		$2.09M Buy
+9,874
New +$2.2M 1.21% 26

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fortis Capital Management's CRM Position: Q2 2026 in Review

Fortis Capital Management increased its Salesforce (CRM) stake by 31% in Q2 2026, buying an estimated $1.69M and bringing the position to 40,293 shares worth $6.31M. The position accounts for 0.71% of the portfolio, ranked #37.

Fortis Capital Management first reported a position in CRM in Q1 2021 and has held it in 17 quarters since. The position peaked at $7.33M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fortis Capital Management held 40,293 shares of Salesforce worth $6.31M as of Q2 2026.
  • Fortis Capital Management bought 9,618 Salesforce shares in Q2 2026, an estimated $1.69M.
  • Salesforce made up 0.71% of Fortis Capital Management's portfolio in Q2 2026, its #37 holding.
  • Fortis Capital Management first reported a position in Salesforce in Q1 2021 and has held it in 17 quarters since.
  • Fortis Capital Management's Salesforce position peaked at $7.33M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.