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Apexium Financial’s Salesforce CRM Stock Holding History

Apexium Financial’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
Q3 		$381K Sell
1,606
-196
-11% -$49.4K 0.02% 220
2025
Q2 		$491K Buy
1,802
+9
+0.5% +$2.41K 0.03% 184
2025
Q1 		$481K Buy
1,793
+146
+9% +$45.4K 0.03% 176
2024
Q4 		$551K Buy
1,647
+83
+5% +$26.5K 0.03% 156
2024
Q3 		$428K Sell
1,564
-43
-3% -$11K 0.03% 154
2024
Q2 		$413K Sell
1,607
-186
-10% -$49.8K 0.03% 150
2024
Q1 		$541K Buy
1,793
+76
+4% +$21.9K 0.04% 132
2023
Q4 		$452K Buy
1,717
+62
+4% +$14K 0.03% 181
2023
Q3 		$336K Sell
1,655
-25
-1% -$5.4K 0.03% 161
2023
Q2 		$355K Buy
1,680
+22
+1% +$4.49K 0.03% 161
2023
Q1 		$331K Hold
1,658
– – 0.03% 168
2022
Q4 		$220K Buy
1,658
+7
+0.4% +$1.02K 0.02% 194
2022
Q3 		$238K Buy
+1,651
New +$280K 0.03% 177

Other funds holding CRM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apexium Financial's CRM Position: Q3 2025 in Review

Apexium Financial reduced its Salesforce (CRM) stake by 11% in Q3 2025, selling an estimated $49.4K and leaving 1,606 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #220.

Apexium Financial first reported a position in CRM in Q3 2022 and has held it in 13 quarters since. The position peaked at $551K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Apexium Financial held 1,606 shares of Salesforce worth $381K as of Q3 2025.
  • Apexium Financial sold 196 Salesforce shares in Q3 2025, an estimated $49.4K.
  • Salesforce made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #220 holding.
  • Apexium Financial first reported a position in Salesforce in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Salesforce position peaked at $551K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.