Catalyst Capital Advisors’s Salesforce CRM Stock Holding History

Catalyst Capital Advisors’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 Q1	–	Sell	-1,011	Closed	-$268K	–	377
2025 Q4	$268K	Buy	+1,011	New	+$251K	0.01%	202
2025 Q3	–	Sell	-907	Closed	-$247K	–	455
2025 Q2	$247K	Sell	907 -146	-14%	-$39K	0.01%	228
2025 Q1	$283K	Buy	1,053 +327	+45%	+$102K	0.01%	214
2024 Q4	$243K	Buy	726 +61	+9%	+$19.5K	0.01%	223
2024 Q3	$182K	Buy	+665	New	+$170K	﹤0.01%	235
2021 Q4	–	Sell	-64	Closed	-$17K	–	400
2021 Q3	$17K	Buy	+64	New	+$16.3K	﹤0.01%	355
2019 Q2	–	Sell	-113,780	Closed	-$18M	–	428
2019 Q1	$18M	Sell	113,780 -12,525	-10%	-$1.94M	0.63%	20
2018 Q4	$17.3M	Sell	126,305 -25,695	-17%	-$3.53M	0.65%	16
2018 Q3	$24.2M	Hold	152,000	–	–	0.79%	13
2018 Q2	$20.7M	Hold	152,000	–	–	0.73%	13
2018 Q1	$17.7M	Buy	+152,000	New	+$17.5M	0.64%	19
2016 Q1	–	Sell	-65,000	Closed	-$5.1M	–	525
2015 Q4	$5.1M	Buy	+65,000	New	+$5.08M	0.74%	56
2014 Q3	–	Sell	-2,500	Closed	-$145K	–	434
2014 Q2	$145K	Buy	+2,500	New	+$135K	0.02%	311

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Catalyst Capital Advisors's CRM Position: Q1 2026 in Review

Catalyst Capital Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,011 shares — an estimated $268K sold.

Catalyst Capital Advisors first reported a position in CRM in Q2 2014 and held it in 13 quarters. The position peaked at $24.2M in Q3 2018. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Catalyst Capital Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Catalyst Capital Advisors sold 1,011 Salesforce shares in Q1 2026, an estimated $268K.
Catalyst Capital Advisors first reported a position in Salesforce in Q2 2014 and held it in 13 quarters.
Catalyst Capital Advisors's Salesforce position peaked at $24.2M in Q3 2018.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Catalyst Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.