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FFT Wealth Management LLC

SEC CIK
0001653199
Latest filing
Jul 27, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by FFT Wealth Management 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2023
Holdings of CRM by FFT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,018−100.0%Sold outHolders
Q4 20242,018$674.8K0.1%+143+7.6%AddedHolders
Q3 20241,875$513.1K<0.1%+250+15.4%AddedHolders
Q2 20241,625$417.7K<0.1%−218−11.8%ReducedHolders
Q1 20241,843$555.2K<0.1%+282+18.1%AddedHolders
Q4 20231,561$410.8K<0.1%+49+3.2%AddedHolders
Q3 20231,512$306.6K<0.1%+268+21.5%AddedHolders
Q2 20231,244$262.8K<0.1%+11+0.9%AddedHolders
Q1 20231,233$246.3K<0.1%+1,233NewHolders