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Catalyst Private Wealth’s Salesforce CRM Stock Holding History

Catalyst Private Wealth’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 		$393K Buy
2,511
+96
+4% +$16.9K 0.19% 60
2026
Q1 		$451K Sell
2,415
-163
-6% -$33.8K 0.24% 50
2025
Q4 		$683K Buy
2,578
+75
+3% +$18.6K 0.3% 44
2025
Q3 		$593K Buy
2,503
+72
+3% +$18.2K 0.26% 44
2025
Q2 		$663K Sell
2,431
-426
-15% -$114K 0.29% 44
2025
Q1 		$767K Buy
2,857
+461
+19% +$143K 0.37% 36
2024
Q4 		$801K Sell
2,396
-127
-5% -$40.5K 0.36% 38
2024
Q3 		$691K Hold
2,523
– – 0.34% 44
2024
Q2 		$649K Buy
2,523
+532
+27% +$142K 0.34% 46
2024
Q1 		$600K Sell
1,991
-157
-7% -$45.3K 0.31% 45
2023
Q4 		$565K Buy
2,148
+11
+0.5% +$2.49K 0.27% 52
2023
Q3 		$433K Buy
2,137
+26
+1% +$5.62K 0.26% 50
2023
Q2 		$446K Sell
2,111
-673
-24% -$137K 0.28% 50
2023
Q1 		$556K Sell
2,784
-149
-5% -$25.2K 0.38% 44
2022
Q4 		$389K Buy
2,933
+892
+44% +$130K 0.32% 55
2022
Q3 		$294K Sell
2,041
-9
-0.4% -$1.53K 0.22% 55
2022
Q2 		$338K Buy
2,050
+124
+6% +$21.9K 0.24% 58
2022
Q1 		$409K Sell
1,926
-52
-3% -$11.2K 0.2% 60
2021
Q4 		$503K Buy
1,978
+1
+0.1% +$281 0.22% 54
2021
Q3 		$536K Buy
1,977
+2
+0.1% +$508 0.23% 43
2021
Q2 		$482K Sell
1,975
-340
-15% -$78.4K 0.27% 43
2021
Q1 		$490K Buy
2,315
+50
+2% +$11.1K 0.34% 33
2020
Q4 		$504K Hold
2,265
– – 0.44% 30
2020
Q3 		$569K Buy
+2,265
New +$496K 0.55% 24

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Catalyst Private Wealth's CRM Position: Q2 2026 in Review

Catalyst Private Wealth increased its Salesforce (CRM) stake by 4% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,511 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #60.

Catalyst Private Wealth first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $801K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Catalyst Private Wealth held 2,511 shares of Salesforce worth $393K as of Q2 2026.
  • Catalyst Private Wealth bought 96 Salesforce shares in Q2 2026, an estimated $16.9K.
  • Salesforce made up 0.19% of Catalyst Private Wealth's portfolio in Q2 2026, its #60 holding.
  • Catalyst Private Wealth first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Catalyst Private Wealth's Salesforce position peaked at $801K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.