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	-23,700	Closed	-$6.49M	–	459
2024 Q3	$6.49M	Buy	+23,700	New	+$6.07M	0.18%	117
2022 Q4	–	Sell	-5,700	Closed	-$820K	–	961
2022 Q3	$820K	Buy	+5,700	New	+$967K	0.04%	373
2018 Q2	–	Sell	-17,500	Closed	-$2.04M	–	1709
2018 Q1	$2.04M	Sell	17,500 -73,500	-81%	-$8.44M	0.03%	562
2017 Q4	$9.3M	Buy	91,000 +17,500	+24%	+$1.78M	0.13%	131
2017 Q3	$6.87M	Buy	73,500 +8,400	+13%	+$773K	0.09%	201
2017 Q2	$5.64M	Sell	65,100 -48,200	-43%	-$4.2M	0.07%	285
2017 Q1	$9.35M	Buy	+113,300	New	+$9.05M	0.11%	135
2016 Q3	–	Sell	-16,000	Closed	-$1.27M	–	1882
2016 Q2	$1.27M	Hold	16,000	–	–	0.01%	994
2016 Q1	$1.18M	Hold	16,000	–	–	0.02%	777
2015 Q4	$1.25M	Hold	16,000	–	–	0.03%	567
2015 Q3	$1.11M	Sell	16,000 -9,000	-36%	-$638K	0.03%	592
2015 Q2	$1.74M	Buy	+25,000	New	+$1.78M	0.03%	497

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.