FPL
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Fortress Private Ledger’s Salesforce CRM Stock Holding History

Fortress Private Ledger’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 		$1.08M Buy
6,914
+1,832
+36% +$322K 0.29% 88
2026
Q1 		$949K Sell
5,082
-1,063
-17% -$220K 0.3% 75
2025
Q4 		$1.63M Sell
6,145
-450
-7% -$112K 0.54% 37
2025
Q3 		$1.56M Buy
6,595
+5,463
+483% +$1.38M 0.57% 34
2025
Q2 		$309K Buy
+1,132
New +$303K 0.14% 142

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

Fortress Private Ledger's CRM Position: Q2 2026 in Review

Fortress Private Ledger increased its Salesforce (CRM) stake by 36% in Q2 2026, buying an estimated $322K and bringing the position to 6,914 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #88.

Fortress Private Ledger first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fortress Private Ledger held 6,914 shares of Salesforce worth $1.08M as of Q2 2026.
  • Fortress Private Ledger bought 1,832 Salesforce shares in Q2 2026, an estimated $322K.
  • Salesforce made up 0.29% of Fortress Private Ledger's portfolio in Q2 2026, its #88 holding.
  • Fortress Private Ledger first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Fortress Private Ledger's Salesforce position peaked at $1.63M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.