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Fountainhead AM’s Salesforce CRM Stock Holding History

Fountainhead AM’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 		$18.3K Buy
117
+76
+185% +$13.4K 0.01% 178
2026
Q1 		$7.65K Buy
41
+23
+128% +$4.76K 0.01% 191
2025
Q4 		$4.77K Sell
18
-2,870
-99% -$713K 0.01% 150
2025
Q3 		$684K Buy
2,888
+106
+4% +$26.7K 0.09% 95
2025
Q2 		$759K Sell
2,782
-138
-5% -$36.9K 0.11% 75
2025
Q1 		$784K Buy
2,920
+346
+13% +$108K 0.13% 63
2024
Q4 		$861K Buy
2,574
+60
+2% +$19.1K 0.16% 55
2024
Q3 		$688K Buy
2,514
+903
+56% +$231K 0.14% 58
2024
Q2 		$414K Buy
1,611
+75
+5% +$20.1K 0.1% 73
2024
Q1 		$463K Sell
1,536
-56
-4% -$16.2K 0.11% 70
2023
Q4 		$419K Buy
+1,592
New +$360K 0.12% 67

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

Fountainhead AM's CRM Position: Q2 2026 in Review

Fountainhead AM increased its Salesforce (CRM) stake by 185% in Q2 2026, buying an estimated $13.4K and bringing the position to 117 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #178.

Fountainhead AM first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $861K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fountainhead AM held 117 shares of Salesforce worth $18.3K as of Q2 2026.
  • Fountainhead AM bought 76 Salesforce shares in Q2 2026, an estimated $13.4K.
  • Salesforce made up 0.01% of Fountainhead AM's portfolio in Q2 2026, its #178 holding.
  • Fountainhead AM first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Fountainhead AM's Salesforce position peaked at $861K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.