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Semus Wealth Partners’s Salesforce CRM Stock Holding History

Semus Wealth 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
2026
Q2 		$526K Buy
3,355
+903
+37% +$159K 0.25% 70
2026
Q1 		$458K Buy
2,452
+310
+14% +$64.2K 0.26% 64
2025
Q4 		$567K Sell
2,142
-38
-2% -$9.44K 0.31% 58
2025
Q3 		$517K Buy
2,180
+296
+16% +$74.7K 0.29% 59
2025
Q2 		$514K Buy
1,884
+27
+1% +$7.22K 0.33% 54
2025
Q1 		$498K Buy
1,857
+66
+4% +$20.5K 0.35% 53
2024
Q4 		$599K Buy
1,791
+51
+3% +$16.3K 0.4% 47
2024
Q3 		$476K Sell
1,740
-83
-5% -$21.3K 0.33% 58
2024
Q2 		$469K Buy
1,823
+270
+17% +$72.2K 0.36% 49
2024
Q1 		$468K Buy
1,553
+180
+13% +$51.9K 0.39% 56
2023
Q4 		$361K Sell
1,373
-61
-4% -$13.8K 0.3% 74
2023
Q3 		$291K Buy
1,434
+12
+0.8% +$2.59K 0.27% 84
2023
Q2 		$300K Sell
1,422
-79
-5% -$16.1K 0.28% 81
2023
Q1 		$300K Sell
1,501
-102
-6% -$17.2K 0.32% 77
2022
Q4 		$213K Buy
+1,603
New +$234K 0.26% 100

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Semus Wealth Partners's CRM Position: Q2 2026 in Review

Semus Wealth Partners increased its Salesforce (CRM) stake by 37% in Q2 2026, buying an estimated $159K and bringing the position to 3,355 shares worth $526K. The position accounts for 0.25% of the portfolio, ranked #70.

Semus Wealth Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $599K in Q4 2024. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Semus Wealth Partners held 3,355 shares of Salesforce worth $526K as of Q2 2026.
  • Semus Wealth Partners bought 903 Salesforce shares in Q2 2026, an estimated $159K.
  • Salesforce made up 0.25% of Semus Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Semus Wealth Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Semus Wealth Partners's Salesforce position peaked at $599K in Q4 2024.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.