Measured Wealth Private Client Group, LLC

SEC CIK: 0001720235
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Measured Wealth Private Client Group, 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 Q2 2026 holdings

Shares (Q2 2026): 163
Value: $25.6K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CRM by Measured Wealth Private Client Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	163	$25.6K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	163	$30.4K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	163	$43.2K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	163	$38.6K	<0.1%	+163	New	Holders