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Catalyst Financial Partners’s Salesforce CRM Stock Holding History

Catalyst Financial Partners’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 		$822K Sell
5,245
-2,862
-35% -$503K 0.08% 150
2026
Q1 		$1.51M Buy
8,107
+2,116
+35% +$438K 0.18% 69
2025
Q4 		$1.59M Buy
5,991
+485
+9% +$121K 0.18% 64
2025
Q3 		$1.3M Sell
5,506
-32
-0.6% -$8.07K 0.16% 63
2025
Q2 		$1.51M Buy
5,538
+223
+4% +$59.6K 0.16% 54
2025
Q1 		$1.43M Buy
5,315
+96
+2% +$29.9K 0.26% 46
2024
Q4 		$1.74M Buy
5,219
+210
+4% +$67K 0.33% 37
2024
Q3 		$1.37M Buy
5,009
+133
+3% +$34.1K 0.27% 48
2024
Q2 		$1.25M Buy
4,876
+39
+0.8% +$10.4K 0.28% 49
2024
Q1 		$1.34M Buy
4,837
+326
+7% +$94.1K 0.34% 36
2023
Q4 		$1.19M Buy
4,511
+194
+4% +$43.9K 0.34% 41
2023
Q3 		$875K Buy
4,317
+891
+26% +$193K 0.28% 51
2023
Q2 		$724K Buy
3,426
+431
+14% +$88K 0.26% 61
2023
Q1 		$598K Buy
2,995
+527
+21% +$89K 0.26% 63
2022
Q4 		$327K Buy
+2,468
New +$360K 0.17% 98

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

Catalyst Financial Partners's CRM Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $503K and leaving 5,245 shares worth $822K. The position accounts for 0.08% of the portfolio, ranked #150.

Catalyst Financial Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.74M in Q4 2024. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Catalyst Financial Partners held 5,245 shares of Salesforce worth $822K as of Q2 2026.
  • Catalyst Financial Partners sold 2,862 Salesforce shares in Q2 2026, an estimated $503K.
  • Salesforce made up 0.08% of Catalyst Financial Partners's portfolio in Q2 2026, its #150 holding.
  • Catalyst Financial Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Salesforce position peaked at $1.74M in Q4 2024.
  • 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.