Signature Wealth Management Group

SEC CIK: 0001736666
Latest filing: Apr 1, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Signature Wealth Management Group, 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 Q1 2026 holdings

Shares (Q1 2026): 1,102
Value: $205.8K
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of CRM by Signature Wealth Management Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	1,102	$205.8K	0.1%	−6,020−84.5%	Reduced	Holders
Q4 2025	7,122	$1.89M	0.8%	+67+0.9%	Added	Holders
Q3 2025	7,055	$1.67M	0.6%	−72−1.0%	Reduced	Holders
Q2 2025	7,127	$1.94M	0.8%	+24+0.3%	Added	Holders
Q1 2025	7,103	$1.91M	0.7%	+266+3.9%	Added	Holders
Q4 2024	6,837	$2.29M	0.9%	+77+1.1%	Added	Holders
Q3 2024	6,760	$1.85M	0.7%	+748+12.4%	Added	Holders
Q2 2024	6,012	$1.55M	0.7%	+1,643+37.6%	Added	Holders
Q1 2024	4,369	$1.18M	0.5%	+279+6.8%	Added	Holders
Q4 2023	4,090	$1.08M	0.5%	–	No prior filing	Holders
Q3 2023	–	–	–	–	Not filed	Holders
Q2 2023	6,416	$1.36M	0.6%	−501−7.2%	Reduced	Holders
Q1 2023	6,917	$1.38M	0.7%	+242+3.6%	Added	Holders
Q4 2022	6,675	$885.0K	0.4%	−3,887−36.8%	Reduced	Holders
Q3 2022	10,562	$1.52M	0.8%	−670−6.0%	Reduced	Holders
Q2 2022	11,232	$1.85M	0.9%	+409+3.8%	Added	Holders
Q1 2022	10,823	$2.30M	1.0%	+3,182+41.6%	Added	Holders
Q4 2021	7,641	$1.94M	1.0%	+866+12.8%	Added	Holders
Q3 2021	6,775	$1.84M	1.0%	+765+12.7%	Added	Holders
Q2 2021	6,010	$1.47M	0.8%	+818+15.8%	Added	Holders
Q1 2021	5,192	$1.10M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.