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Fortitude Family Office’s Salesforce CRM Stock Holding History

Fortitude Family Office’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
Q3 		$90.5K Buy
394
+286
+265% +$59K 0.02% 288
2026
Q2 		$16.9K Sell
108
-51
-32% -$8.97K ﹤0.01% 584
2026
Q1 		$29.7K Sell
159
-2,280
-93% -$472K 0.01% 332
2025
Q4 		$646K Sell
2,439
-49
-2% -$12.2K 0.15% 90
2025
Q3 		$590K Buy
2,488
+3
+0.1% +$757 0.16% 84
2025
Q2 		$678K Sell
2,485
-86
-3% -$23K 0.22% 69
2025
Q1 		$690K Sell
2,571
-32
-1% -$9.95K 0.25% 56
2024
Q4 		$870K Buy
2,603
+55
+2% +$17.6K 0.31% 50
2024
Q3 		$697K Buy
2,548
+84
+3% +$21.5K 0.28% 48
2024
Q2 		$633K Buy
2,464
+96
+4% +$25.7K 0.36% 43
2024
Q1 		$713K Hold
2,368
– – 0.48% 35
2023
Q4 		$623K Buy
+2,368
New +$536K 0.46% 36

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Fortitude Family Office's CRM Position: Q3 2026 in Review

Fortitude Family Office increased its Salesforce (CRM) stake by 265% in Q3 2026, buying an estimated $59K and bringing the position to 394 shares worth $90.5K. The position accounts for 0.02% of the portfolio, ranked #288.

Fortitude Family Office first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $870K in Q4 2024. 335 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Fortitude Family Office held 394 shares of Salesforce worth $90.5K as of Q3 2026.
  • Fortitude Family Office bought 286 Salesforce shares in Q3 2026, an estimated $59K.
  • Salesforce made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #288 holding.
  • Fortitude Family Office first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's Salesforce position peaked at $870K in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.