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Livermore
Livermore
ZHEN

Seven Springs Wealth Group, LLC

SEC CIK
0001803898
Latest filing
Aug 4, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Seven Springs 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 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2022
Holdings of CRM by Seven Springs Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−899−100.0%Sold outHolders
Q4 2025899$238.2K0.1%+5+0.6%AddedHolders
Q3 2025894$211.9K0.1%00.0%UnchangedHolders
Q2 2025894$243.8K0.1%−101−10.2%ReducedHolders
Q1 2025995$267.0K0.1%−3,201−76.3%ReducedHolders
Q4 20244,196$1.40M0.5%+54+1.3%AddedHolders
Q3 20244,142$1.13M0.4%−89−2.1%ReducedHolders
Q2 20244,231$1.09M0.4%−3−0.1%ReducedHolders
Q1 20244,234$1.28M0.5%−272−6.0%ReducedHolders
Q4 20234,506$1.19M0.5%−208−4.4%ReducedHolders
Q3 20234,714$955.9K0.5%+49+1.1%AddedHolders
Q2 20234,665$985.5K0.5%+417+9.8%AddedHolders
Q1 20234,248$848.7K0.4%+120+2.9%AddedHolders
Q4 20224,128$547.3K0.3%−690−14.3%ReducedHolders
Q3 20224,818$693.0K0.4%−273−5.4%ReducedHolders
Q2 20225,091$840.0K0.4%+5,091NewHolders