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Revolve Wealth Partners, LLC

SEC CIK
0001808992
Latest filing
Jul 9, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Revolve Wealth Partners, 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 (Q2 2026)
2,254
Value
$353.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of CRM by Revolve Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,254$353.1K<0.1%+676+42.8%AddedHolders
Q1 20261,578$294.6K<0.1%−349−18.1%ReducedHolders
Q4 20251,927$510.5K0.1%+9+0.5%AddedHolders
Q3 20251,918$454.6K0.1%−188−8.9%ReducedHolders
Q2 20252,106$574.3K0.1%+160+8.2%AddedHolders
Q1 20251,946$522.2K0.1%+119+6.5%AddedHolders
Q4 20241,827$610.8K0.1%+205+12.6%AddedHolders
Q3 20241,622$444.0K0.1%−188−10.4%ReducedHolders
Q2 20241,810$465.4K0.1%−88−4.6%ReducedHolders
Q1 20241,898$571.6K0.1%+92+5.1%AddedHolders
Q4 20231,806$475.2K0.1%−10−0.6%ReducedHolders
Q3 20231,816$368.3K0.1%+28+1.6%AddedHolders
Q2 20231,788$377.7K0.1%+77+4.5%AddedHolders
Q1 20231,711$341.8K0.1%−137−7.4%ReducedHolders
Q4 20221,848$245.0K0.1%−298−13.9%ReducedHolders
Q3 20222,146$309.0K0.1%−295−12.1%ReducedHolders
Q2 20222,441$403.0K0.1%+142+6.2%AddedHolders
Q1 20222,299$488.0K0.1%−49−2.1%ReducedHolders
Q4 20212,348$597.0K0.2%–No prior filingHolders