Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Marks Group Wealth Management, Inc, 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): 24,904
Value: $3.90M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,904	$3.90M	0.3%	−24,376−49.5%	Reduced	Holders
Q1 2026	49,280	$9.20M	0.9%	+103+0.2%	Added	Holders
Q4 2025	49,177	$13.0M	1.2%	+11,897+31.9%	Added	Holders
Q3 2025	37,280	$8.84M	0.8%	−1,141−3.0%	Reduced	Holders
Q2 2025	38,421	$10.5M	1.0%	+426+1.1%	Added	Holders
Q1 2025	37,995	$10.2M	1.0%	−205−0.5%	Reduced	Holders
Q4 2024	38,200	$12.8M	1.3%	+100+0.3%	Added	Holders
Q3 2024	38,100	$10.4M	1.0%	+1,837+5.1%	Added	Holders
Q2 2024	36,263	$9.32M	1.0%	+768+2.2%	Added	Holders
Q1 2024	35,495	$10.7M	1.1%	+275+0.8%	Added	Holders
Q4 2023	35,220	$9.27M	1.1%	+257+0.7%	Added	Holders
Q3 2023	34,963	$7.09M	0.9%	−395−1.1%	Reduced	Holders
Q2 2023	35,358	$7.47M	0.9%	−256−0.7%	Reduced	Holders
Q1 2023	35,614	$7.11M	0.9%	+8,056+29.2%	Added	Holders
Q4 2022	27,558	$3.65M	0.5%	+1,058+4.0%	Added	Holders
Q3 2022	26,500	$3.81M	0.6%	+659+2.6%	Added	Holders
Q2 2022	25,841	$4.26M	0.6%	+1,845+7.7%	Added	Holders
Q1 2022	23,996	$5.09M	0.6%	+2,818+13.3%	Added	Holders
Q4 2021	21,178	$5.40M	0.7%	+345+1.7%	Added	Holders
Q3 2021	20,833	$5.66M	0.8%	+282+1.4%	Added	Holders
Q2 2021	20,551	$5.02M	0.7%	+499+2.5%	Added	Holders
Q1 2021	20,052	$4.26M	0.6%	–	–	Holders

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