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Covenant Asset Management, LLC

SEC CIK
0001697717
Latest filing
Jul 20, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Covenant Asset 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 (Q2 2026)
6,062
Value
$949.7K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of CRM by Covenant Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,062$949.7K0.2%+6,062NewHolders