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Fortitude Advisory Group’s Salesforce CRM Stock Holding History

Fortitude Advisory 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
2025
Q3 		– Sell
-1,087
Closed -$296K – 219
2025
Q2 		$296K Buy
1,087
+60
+6% +$16K 0.17% 137
2025
Q1 		$257K Sell
1,027
-74
-7% -$23K 0.18% 140
2024
Q4 		$368K Sell
1,101
-160
-13% -$51.1K 0.22% 96
2024
Q3 		$345K Hold
1,261
– – 0.22% 113
2024
Q2 		$324K Sell
1,261
-2,042
-62% -$546K 0.19% 110
2024
Q1 		$995K Sell
3,303
-830
-20% -$239K 0.56% 27
2023
Q4 		$1.09M Sell
4,133
-121
-3% -$27.4K 0.66% 26
2023
Q3 		$863K Sell
4,254
-504
-11% -$109K 0.58% 30
2023
Q2 		$1.01M Sell
4,758
-470
-9% -$95.9K 0.74% 24
2023
Q1 		$1.04M Sell
5,228
-222
-4% -$37.5K 0.81% 21
2022
Q4 		$723K Buy
5,450
+122
+2% +$17.8K 0.62% 37
2022
Q3 		$766K Buy
5,328
+30
+0.6% +$5.09K 0.73% 30
2022
Q2 		$874K Sell
5,298
-137
-3% -$24.2K 0.8% 23
2022
Q1 		$1.15M Buy
5,435
+273
+5% +$58.8K 0.61% 18
2021
Q4 		$1.31M Buy
+5,162
New +$1.45M 0.66% 18

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortitude Advisory Group's CRM Position: Q3 2025 in Review

Fortitude Advisory Group sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,087 shares — an estimated $296K sold.

Fortitude Advisory Group first reported a position in CRM in Q4 2021 and held it in 15 quarters. The position peaked at $1.31M in Q4 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Fortitude Advisory Group reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,087 Salesforce shares in Q3 2025, an estimated $296K.
  • Fortitude Advisory Group first reported a position in Salesforce in Q4 2021 and held it in 15 quarters.
  • Fortitude Advisory Group's Salesforce position peaked at $1.31M in Q4 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Fortitude Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.