Catalyst Private Wealth
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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
Q3 		$582K Buy
2,535
+24
+1% +$4.95K 0.24% 53
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Catalyst Private Wealth's CRM Position: Q3 2026 in Review

Catalyst Private Wealth increased its Salesforce (CRM) stake by 0.96% in Q3 2026, buying an estimated $4.95K and bringing the position to 2,535 shares worth $582K. The position accounts for 0.24% of the portfolio, ranked #53.

Catalyst Private Wealth first reported a position in CRM in Q3 2020 and has held it in 25 quarters since. The position peaked at $801K in Q4 2024. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Catalyst Private Wealth held 2,535 shares of Salesforce worth $582K as of Q3 2026.
  • Catalyst Private Wealth bought 24 Salesforce shares in Q3 2026, an estimated $4.95K.
  • Salesforce made up 0.24% of Catalyst Private Wealth's portfolio in Q3 2026, its #53 holding.
  • Catalyst Private Wealth first reported a position in Salesforce in Q3 2020 and has held it in 25 quarters since.
  • Catalyst Private Wealth's Salesforce position peaked at $801K in Q4 2024.
  • 1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.