RGT Wealth Advisors, LLC

SEC CIK: 0001689872
Latest filing: Nov 8, 2022

SEC filings (opens in a new tab)

CRM holding history

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

CRM overview All 13F holders of CRM Full Q3 2022 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of CRM by RGT Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−809−100.0%	Sold out	Holders
Q4 2021	809	$206.0K	<0.1%	+47+6.2%	Added	Holders
Q3 2021	762	$207.0K	<0.1%	−105−12.1%	Reduced	Holders
Q2 2021	867	$212.0K	<0.1%	+867	New	Holders