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Hemington Wealth Management’s Salesforce CRM Stock Holding History

Hemington Wealth 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 		$143K Sell
607
-174
-22% -$43.9K 0.02% 189
2025
Q2 		$212K Sell
781
-42
-5% -$11.2K 0.03% 127
2025
Q1 		$220K Buy
823
+12
+1% +$3.73K 0.03% 120
2024
Q4 		$271K Buy
811
+46
+6% +$14.7K 0.07% 104
2024
Q3 		$222K Buy
+765
New +$196K 0.06% 111
2024
Q2 		– Sell
-696
Closed -$210K – 115
2024
Q1 		$210K Buy
+696
New +$201K 0.08% 110

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

Hemington Wealth Management's CRM Position: Q3 2025 in Review

Hemington Wealth Management reduced its Salesforce (CRM) stake by 22% in Q3 2025, selling an estimated $43.9K and leaving 607 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #189.

Hemington Wealth Management first reported a position in CRM in Q1 2024 and has held it in 6 quarters since. The position peaked at $271K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Hemington Wealth Management held 607 shares of Salesforce worth $143K as of Q3 2025.
  • Hemington Wealth Management sold 174 Salesforce shares in Q3 2025, an estimated $43.9K.
  • Salesforce made up 0.02% of Hemington Wealth Management's portfolio in Q3 2025, its #189 holding.
  • Hemington Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 6 quarters since.
  • Hemington Wealth Management's Salesforce position peaked at $271K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.