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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Semus Wealth Partners's CRM Position: Q1 2026 in Review

Semus Wealth Partners increased its Salesforce (CRM) stake by 14% in Q1 2026, buying an estimated $64.2K and bringing the position to 2,452 shares worth $458K. The position accounts for 0.26% of the portfolio, ranked #64.

Semus Wealth Partners first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $599K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Semus Wealth Partners held 2,452 shares of Salesforce worth $458K as of Q1 2026.
Semus Wealth Partners bought 310 Salesforce shares in Q1 2026, an estimated $64.2K.
Salesforce made up 0.26% of Semus Wealth Partners's portfolio in Q1 2026, its #64 holding.
Semus Wealth Partners first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's Salesforce position peaked at $599K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.