Catalyst Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $243K | Buy |
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|
2024
Q3 | $182K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $17K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $18M | Sell |
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|
2018
Q4 | $17.3M | Sell |
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|
2018
Q3 | $24.2M | Hold |
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|
2018
Q2 | $20.7M | Hold |
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|
2018
Q1 | $17.7M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.1M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $145K | Buy |
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