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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by REDW Wealth 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 (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2024
Holdings of CRM by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−697−100.0%Sold outHolders
Q1 2024697$209.9K0.1%+697NewHolders