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Disclosery

Apexium Financial, LP: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apexium Financial, LP on CRM, newest first. How the timeline and the estimate are built.

Apexium Financial, LP held 1,606 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,606 shares
    Change vs previous 13F -196 shares

    0.02% of the 13F portfolio, value $380,690.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 1,802 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $491,339.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 1,793 shares
    Change vs previous 13F +146 shares

    0.03% of the 13F portfolio, value $481,225.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 1,647 shares
    Change vs previous 13F +83 shares

    0.03% of the 13F portfolio, value $550,632.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 1,564 shares
    Change vs previous 13F -43 shares

    0.03% of the 13F portfolio, value $428,307.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 1,607 shares
    Change vs previous 13F -186 shares

    0.03% of the 13F portfolio, value $413,192.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 1,793 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $540,535.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 1,717 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $451,930.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).