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Campbell Wealth Management

SEC CIK
0001736648
Latest filing
Jan 30, 2025

CRM holding history

Salesforce, Inc. in every 13F filed by Campbell Wealth Management, 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 Q4 2024 holdings

Shares (Q4 2024)
771
Value
$258.0K
% of portfolio
<0.1%
Quarters held
3
Since Q1 2024
Holdings of CRM by Campbell Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024771$258.0K<0.1%+771NewHolders
Q3 20240$00.0%−871−100.0%Sold outHolders
Q2 2024871$224.0K0.1%+200+29.8%AddedHolders
Q1 2024671$202.0K<0.1%+671NewHolders