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Catalyst Funds Management’s Salesforce CRM Stock Holding History

Catalyst Funds Management’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 		$19.8M Buy
126,233
+114,550
+980% +$20.1M 1.11% 10
2026
Q1 		$2.18M Buy
11,683
+7,483
+178% +$1.55M 0.37% 69
2025
Q4 		$1.11M Buy
+4,200
New +$1.04M 0.26% 94
2025
Q1 		– Sell
-15,700
Closed -$5.25M – 489
2024
Q4 		$5.25M Buy
+15,700
New +$5.01M 1.28% 13
2024
Q2 		– Sell
-3,000
Closed -$904K – 1248
2024
Q1 		$904K Buy
+3,000
New +$866K 0.25% 91

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 Funds Management's CRM Position: Q2 2026 in Review

Catalyst Funds Management increased its Salesforce (CRM) stake by 980% in Q2 2026, buying an estimated $20.1M and bringing the position to 126,233 shares worth $19.8M. The position accounts for 1.11% of the portfolio, ranked #10.

Catalyst Funds Management first reported a position in CRM in Q1 2024 and has held it in 5 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Catalyst Funds Management held 126,233 shares of Salesforce worth $19.8M as of Q2 2026.
  • Catalyst Funds Management bought 114,550 Salesforce shares in Q2 2026, an estimated $20.1M.
  • Salesforce made up 1.11% of Catalyst Funds Management's portfolio in Q2 2026, its #10 holding.
  • Catalyst Funds Management first reported a position in Salesforce in Q1 2024 and has held it in 5 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.