Catalyst Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
907
-146
| -14% | -$39.8K | 0.01% | 226 |
|
|
2025
Q1 | $283K | Buy |
1,053
+327
| +45% | +$87.8K | 0.01% | 212 |
|
|
2024
Q4 | $243K | Buy |
726
+61
| +9% | +$20.4K | 0.01% | 221 |
|
|
2024
Q3 | $182K | Buy |
+665
| New | +$182K | ﹤0.01% | 233 |
|
|
2021
Q4 | – | Sell |
-64
| Closed | -$17K | – | 398 |
|
|
2021
Q3 | $17K | Buy |
+64
| New | +$17K | ﹤0.01% | 353 |
|
|
2019
Q2 | – | Sell |
-113,780
| Closed | -$18M | – | 426 |
|
|
2019
Q1 | $18M | Sell |
113,780
-12,525
| -10% | -$1.98M | 0.63% | 20 |
|
|
2018
Q4 | $17.3M | Sell |
126,305
-25,695
| -17% | -$3.52M | 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 | +$17.7M | 0.64% | 19 |
|
|
2016
Q1 | – | Sell |
-65,000
| Closed | -$5.1M | – | 422 |
|
|
2015
Q4 | $5.1M | Buy |
+65,000
| New | +$5.1M | 0.74% | 55 |
|
|
2014
Q3 | – | Sell |
-2,500
| Closed | -$145K | – | 425 |
|
|
2014
Q2 | $145K | Buy |
+2,500
| New | +$145K | 0.02% | 308 |
|