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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
2024
Q4 		– Sell
-25,700
Closed -$7.03M – 458
2024
Q3 		$7.03M Buy
+25,700
New +$6.58M 0.19% 108
2024
Q2 		– Sell
-4,537
Closed -$1.37M – 1280
2024
Q1 		$1.37M Buy
+4,537
New +$1.31M 0.07% 285
2022
Q4 		– Sell
-7,900
Closed -$1.14M – 959
2022
Q3 		$1.14M Sell
7,900
-7,400
-48% -$1.25M 0.05% 289
2022
Q2 		$2.52M Sell
15,300
-2,300
-13% -$406K 0.09% 219
2022
Q1 		$3.74M Buy
+17,600
New +$3.79M 0.11% 117
2021
Q3 		– Sell
-67,600
Closed -$16.5M – 1232
2021
Q2 		$16.5M Buy
67,600
+10,200
+18% +$2.35M 0.3% 61
2021
Q1 		$12.2M Buy
+57,400
New +$12.8M 0.26% 66
2020
Q2 		– Sell
-12,100
Closed -$1.74M – 2095
2020
Q1 		$1.74M Buy
+12,100
New +$2.07M 0.1% 156
2018
Q1 		– Sell
-38,500
Closed -$3.94M – 1997
2017
Q4 		$3.94M Sell
38,500
-7,000
-15% -$713K 0.05% 363
2017
Q3 		$4.25M Sell
45,500
-8,500
-16% -$782K 0.06% 335
2017
Q2 		$4.68M Sell
54,000
-62,200
-54% -$5.42M 0.06% 348
2017
Q1 		$9.59M Buy
116,200
+70,800
+156% +$5.66M 0.12% 129
2016
Q4 		$3.11M Buy
45,400
+17,000
+60% +$1.23M 0.03% 448
2016
Q3 		$2.03M Sell
28,400
-4,000
-12% -$312K 0.03% 542
2016
Q2 		$2.57M Buy
32,400
+16,400
+103% +$1.29M 0.03% 555
2016
Q1 		$1.18M Buy
16,000
+8,000
+100% +$551K 0.02% 776
2015
Q4 		$627K Sell
8,000
-39,000
-83% -$3.05M 0.02% 901
2015
Q3 		$3.26M Buy
47,000
+43,000
+1,075% +$3.05M 0.08% 198
2015
Q2 		$279K Buy
+4,000
New +$285K 0.01% 1367

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
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.