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Private Client Services, LLC

SEC CIK
0001457005
Latest filing
Jul 6, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Private Client Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2024
Holdings of CRM by Private Client Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,246−100.0%Sold outHolders
Q2 20241,246$320.3K0.2%+1,246NewHolders