Katamaran Capital’s Salesforce CRM Stock Holding History

Katamaran Capital’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
2025 Q2	–	Sell	-3,905	Closed	-$1.05M	–	29
2025 Q1	$1.05M	Sell	3,905 -7,104	-65%	-$2.21M	1.35%	26
2024 Q4	$3.68M	Buy	+11,009	New	+$3.51M	4.69%	8

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Katamaran Capital's CRM Position: Q2 2025 in Review

Katamaran Capital sold out of Salesforce (CRM) in Q2 2025, closing a stake of 3,905 shares — an estimated $1.05M sold.

Katamaran Capital first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $3.68M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Katamaran Capital reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Katamaran Capital sold 3,905 Salesforce shares in Q2 2025, an estimated $1.05M.
Katamaran Capital first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
Katamaran Capital's Salesforce position peaked at $3.68M in Q4 2024.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Katamaran Capital's 13F filing for Q2 2025, filed 24 Jul 2025.