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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Catalyst Financial Partners's CRM Position: Q1 2026 in Review

Catalyst Financial Partners increased its Salesforce (CRM) stake by 35% in Q1 2026, buying an estimated $438K and bringing the position to 8,107 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #69.

Catalyst Financial Partners first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.74M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Catalyst Financial Partners held 8,107 shares of Salesforce worth $1.51M as of Q1 2026.
  • Catalyst Financial Partners bought 2,116 Salesforce shares in Q1 2026, an estimated $438K.
  • Salesforce made up 0.18% of Catalyst Financial Partners's portfolio in Q1 2026, its #69 holding.
  • Catalyst Financial Partners first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Salesforce position peaked at $1.74M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.