Paloma Partners’s Salesforce CRM Stock Holding History

Paloma Partners’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 Q4	–	Sell	-17,947	Closed	-$4.25M	–	67
2025 Q3	$4.25M	Buy	17,947 +2,511	+16%	+$633K	0.7%	32
2025 Q2	$4.21M	Sell	15,436 -29,671	-66%	-$7.93M	0.62%	41
2025 Q1	$12.1M	Sell	45,107 -44,093	-49%	-$13.7M	1.5%	14
2024 Q4	$29.8M	Buy	89,200 +63,700	+250%	+$20.3M	1.33%	19
2024 Q3	$6.98M	Buy	+25,500	New	+$6.53M	0.19%	110
2024 Q2	–	Sell	-620	Closed	-$187K	–	1281
2024 Q1	$187K	Buy	+620	New	+$179K	0.01%	611
2022 Q4	–	Sell	-3,132	Closed	-$451K	–	960
2022 Q3	$451K	Sell	3,132 -768	-20%	-$130K	0.02%	503
2022 Q2	$644K	Sell	3,900 -13,172	-77%	-$2.33M	0.02%	548
2022 Q1	$3.63M	Sell	17,072 -13,341	-44%	-$2.87M	0.11%	122
2021 Q4	$7.73M	Buy	+30,413	New	+$8.55M	0.11%	133
2021 Q3	–	Sell	-76,397	Closed	-$18.7M	–	1233
2021 Q2	$18.7M	Buy	76,397 +26,371	+53%	+$6.08M	0.34%	51
2021 Q1	$10.6M	Buy	50,026 +14,749	+42%	+$3.28M	0.22%	73
2020 Q4	$7.85M	Buy	35,277 +29,703	+533%	+$7.22M	0.21%	98
2020 Q3	$1.4M	Buy	+5,574	New	+$1.22M	0.04%	537
2020 Q2	–	Sell	-26,379	Closed	-$3.8M	–	2096
2020 Q1	$3.8M	Buy	26,379 +21,381	+428%	+$3.67M	0.21%	64
2019 Q4	$813K	Sell	4,998 -11,594	-70%	-$1.82M	0.01%	1084
2019 Q3	$2.46M	Buy	16,592 +14,708	+781%	+$2.24M	0.05%	342
2019 Q2	$286K	Sell	1,884 -15,285	-89%	-$2.4M	﹤0.01%	1327
2019 Q1	$2.72M	Buy	+17,169	New	+$2.66M	0.07%	336
2018 Q4	–	Sell	-15,422	Closed	-$2.45M	–	1349
2018 Q3	$2.45M	Buy	+15,422	New	+$2.29M	0.04%	386
2018 Q2	–	Sell	-26,403	Closed	-$3.07M	–	1708
2018 Q1	$3.07M	Sell	26,403 -4,160	-14%	-$478K	0.05%	347
2017 Q4	$3.13M	Sell	30,563 -34,503	-53%	-$3.52M	0.04%	469
2017 Q3	$6.08M	Buy	65,066 +34,682	+114%	+$3.19M	0.08%	233
2017 Q2	$2.63M	Sell	30,384 -43,679	-59%	-$3.8M	0.03%	594
2017 Q1	$6.11M	Sell	74,063 -23,876	-24%	-$1.91M	0.07%	247
2016 Q4	$6.7M	Buy	97,939 +34,691	+55%	+$2.52M	0.07%	185
2016 Q3	$4.51M	Sell	63,248 -107,944	-63%	-$8.42M	0.06%	221
2016 Q2	$13.6M	Buy	171,192 +67,092	+64%	+$5.27M	0.15%	64
2016 Q1	$7.68M	Buy	104,100 +70,732	+212%	+$4.87M	0.13%	104
2015 Q4	$2.62M	Buy	33,368 +22,801	+216%	+$1.78M	0.07%	268
2015 Q3	$733K	Sell	10,567 -54,293	-84%	-$3.85M	0.02%	820
2015 Q2	$4.52M	Buy	+64,860	New	+$4.62M	0.09%	224
2015 Q1	–	Sell	-18,400	Closed	-$1.09M	–	1228
2014 Q4	$1.09M	Sell	18,400 -231	-1%	-$13.6K	0.05%	407
2014 Q3	$1.07M	Buy	+18,631	New	+$1.05M	0.05%	335

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Paloma Partners's CRM Position: Q4 2025 in Review

Paloma Partners sold out of Salesforce (CRM) in Q4 2025, closing a stake of 17,947 shares — an estimated $4.25M sold.

Paloma Partners first reported a position in CRM in Q3 2014 and held it in 34 quarters. The position peaked at $29.8M in Q4 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Paloma Partners reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Paloma Partners sold 17,947 Salesforce shares in Q4 2025, an estimated $4.25M.
Paloma Partners first reported a position in Salesforce in Q3 2014 and held it in 34 quarters.
Paloma Partners's Salesforce position peaked at $29.8M in Q4 2024.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.