FFO
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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
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

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

Fortitude Family Office's CRM Position: Q2 2026 in Review

Fortitude Family Office reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $8.97K and leaving 108 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Fortitude Family Office first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $870K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fortitude Family Office held 108 shares of Salesforce worth $16.9K as of Q2 2026.
  • Fortitude Family Office sold 51 Salesforce shares in Q2 2026, an estimated $8.97K.
  • Salesforce made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #584 holding.
  • Fortitude Family Office first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Salesforce position peaked at $870K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.