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Personal Wealth Partners

SEC CIK
0001766435
Latest filing
Aug 9, 2022

CRM holding history

Salesforce, Inc. in every 13F filed by Personal Wealth Partners, 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 2022 holdings

Shares (Q3 2021)
0
Sold out in Q3 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2021
Holdings of CRM by Personal Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20210$00.0%−195−100.0%Sold outHolders
Q2 2021195$48.0K<0.1%+195NewHolders