Codex Capital Asset Management’s Salesforce CRM Stock Holding History

Codex Capital Asset Management’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	–	Sell	-18,500	Closed	-$5.04M	–	31
2025 Q2	$5.04M	Hold	18,500	–	–	2.02%	20
2025 Q1	$4.96M	Hold	18,500	–	–	2.34%	19
2024 Q4	$6.19M	Hold	18,500	–	–	2.74%	16
2024 Q3	$5.06M	Sell	18,500 -5,500	-23%	-$1.41M	2.25%	19
2024 Q2	$6.17M	Buy	+24,000	New	+$6.42M	2.82%	15

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

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

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

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

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

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

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

Codex Capital Asset Management's CRM Position: Q3 2025 in Review

Codex Capital Asset Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 18,500 shares — an estimated $5.04M sold.

Codex Capital Asset Management first reported a position in CRM in Q2 2024 and held it in 5 quarters. The position peaked at $6.19M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Codex Capital Asset Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Codex Capital Asset Management sold 18,500 Salesforce shares in Q3 2025, an estimated $5.04M.
Codex Capital Asset Management first reported a position in Salesforce in Q2 2024 and held it in 5 quarters.
Codex Capital Asset Management's Salesforce position peaked at $6.19M in Q4 2024.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Codex Capital Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.