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Catalina Capital Group’s Salesforce CRM Stock Holding History

Catalina Capital 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
Q2 		– Sell
-763
Closed -$205K – 177
2025
Q1 		$205K Sell
763
-2,499
-77% -$777K 0.13% 157
2024
Q4 		$1.09M Buy
3,262
+220
+7% +$70.2K 0.36% 53
2024
Q3 		$833K Buy
3,042
+689
+29% +$176K 0.28% 74
2024
Q2 		$605K Sell
2,353
-80
-3% -$21.4K 0.23% 91
2024
Q1 		$733K Buy
2,433
+1,625
+201% +$469K 0.3% 72
2023
Q4 		$213K Buy
+808
New +$183K 0.14% 135

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catalina Capital Group's CRM Position: Q2 2025 in Review

Catalina Capital Group sold out of Salesforce (CRM) in Q2 2025, closing a stake of 763 shares — an estimated $205K sold.

Catalina Capital Group first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $1.09M in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Catalina Capital Group reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Catalina Capital Group sold 763 Salesforce shares in Q2 2025, an estimated $205K.
  • Catalina Capital Group first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
  • Catalina Capital Group's Salesforce position peaked at $1.09M in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Catalina Capital Group's 13F filing for Q2 2025, filed 21 Jul 2025.