Summit Wealth Group, LLC
- SEC CIK
- 0001802865
- Latest filing
- Aug 4, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Summit Wealth Group, LLC, 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 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −976−100.0% | Sold out | Holders |
| Q4 2024 | 976 | $326.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 976 | $267.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 976 | $251.0K | 0.1% | +11+1.1% | Added | Holders |
| Q1 2024 | 965 | $291.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 965 | $254.0K | 0.2% | +965 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −965−100.0% | Sold out | Holders |
| Q2 2023 | 965 | $204.0K | 0.1% | −191,823−99.5% | Reduced | Holders |
| Q1 2023 | 192,788 | $1 | <0.1% | +192,788 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −318−100.0% | Sold out | Holders |
| Q2 2021 | 318 | $78.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2021 | 318 | $67.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.