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Lauer Wealth, LLC

SEC CIK
0001860063
Latest filing
Jul 15, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Lauer Wealth, 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)
2,065
Value
$346.0K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of CRM by Lauer Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,065$346.0K0.2%+2,065NewHolders