CenterStar Asset Management’s Salesforce CRM Stock Holding History

CenterStar Asset 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 Q3	–	Sell	-8,355	Closed	-$1.72M	–	248
2026 Q2	$1.31M	Buy	+8,355	New	+$1.47M	0.22%	85
2025 Q3	–	Sell	-1,447	Closed	-$395K	–	300
2025 Q2	$395K	Buy	+1,447	New	+$387K	0.09%	142
2025 Q1	–	Sell	-854	Closed	-$285K	–	353
2024 Q4	$285K	Sell	854 -54	-6%	-$17.2K	0.1%	183
2024 Q3	$249K	Buy	+908	New	+$233K	0.05%	245
2024 Q2	–	Sell	-1,049	Closed	-$316K	–	276
2024 Q1	$316K	Buy	+1,049	New	+$303K	0.1%	199
2023 Q3	–	Sell	-2,792	Closed	-$590K	–	349
2023 Q2	$590K	Buy	+2,792	New	+$570K	0.06%	183
2022 Q4	–	Hold	0	–	–	–	254
2022 Q3	–	Hold	0	–	–	–	116
2022 Q2	–	Hold	0	–	–	–	73
2022 Q1	–	Hold	0	–	–	–	243
2021 Q4	–	Hold	0	–	–	–	397
2021 Q3	–	Hold	0	–	–	–	372
2021 Q2	–	Hold	0	–	–	–	171
2021 Q1	–	Hold	0	–	–	–	392
2020 Q4	–	Hold	0	–	–	–	123
2020 Q3	–	Hold	0	–	–	–	190
2020 Q2	–	Hold	0	–	–	–	271
2020 Q1	–	Hold	0	–	–	–	208
2019 Q1	–	Hold	0	–	–	–	14
2018 Q2	–	Hold	0	–	–	–	192
2018 Q1	–	Hold	0	–	–	–	51
2017 Q4	–	Hold	0	–	–	–	498

Other funds holding CRM

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

CenterStar Asset Management's CRM Position: Q3 2026 in Review

CenterStar Asset Management sold out of Salesforce (CRM) in Q3 2026, closing a stake of 8,355 shares — an estimated $1.72M sold.

CenterStar Asset Management first reported a position in CRM in Q2 2023 and held it in 6 quarters. The position peaked at $1.31M in Q2 2026. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

CenterStar Asset Management reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
CenterStar Asset Management sold 8,355 Salesforce shares in Q3 2026, an estimated $1.72M.
CenterStar Asset Management first reported a position in Salesforce in Q2 2023 and held it in 6 quarters.
CenterStar Asset Management's Salesforce position peaked at $1.31M in Q2 2026.
122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on CenterStar Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.