Semmax Financial Advisors’s Salesforce CRM Stock Holding History

Semmax Financial Advisors’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 Q2	$1.79M	Buy	7,436 +838	+13%	+$224K	0.46%	69
2025 Q1	$1.82M	Buy	6,598 +297	+5%	+$92.4K	0.49%	73
2024 Q4	$2.08M	Sell	6,301 -624	-9%	-$199K	0.55%	66
2024 Q3	$2.36M	Buy	6,925 +1,954	+39%	+$501K	0.65%	58
2024 Q2	$1.27M	Buy	4,971 +2,123	+75%	+$568K	0.38%	74
2024 Q1	$790K	Buy	2,848 +304	+12%	+$87.7K	0.26%	87
2023 Q4	$715K	Buy	2,544 +192	+8%	+$43.5K	0.26%	79
2023 Q3	$506K	Buy	+2,352	New	+$508K	0.2%	82
2022 Q4	$201K	Buy	+1,356	New	+$198K	0.08%	86
2019 Q2	–	Sell	-245	Closed	-$39K	–	362
2019 Q1	$39K	Sell	245 -17	-6%	-$2.63K	0.03%	208
2018 Q4	$36K	Buy	+262	New	+$36K	0.03%	213

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Semmax Financial Advisors's CRM Position: Q2 2025 in Review

Semmax Financial Advisors increased its Salesforce (CRM) stake by 13% in Q2 2025, buying an estimated $224K and bringing the position to 7,436 shares worth $1.79M. The position accounts for 0.46% of the portfolio, ranked #69.

Semmax Financial Advisors first reported a position in CRM in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.36M in Q3 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Semmax Financial Advisors held 7,436 shares of Salesforce worth $1.79M as of Q2 2025.
Semmax Financial Advisors bought 838 Salesforce shares in Q2 2025, an estimated $224K.
Salesforce made up 0.46% of Semmax Financial Advisors's portfolio in Q2 2025, its #69 holding.
Semmax Financial Advisors first reported a position in Salesforce in Q4 2018 and has held it in 11 quarters since.
Semmax Financial Advisors's Salesforce position peaked at $2.36M in Q3 2024.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.