Long Run Wealth Advisors, LLC
- SEC CIK
- 0001903296
- Latest filing
- Feb 2, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Long Run Wealth Advisors, 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 Q4 2025 holdings
- Shares (Q4 2025)
- 1,468
- Value
- $388.9K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 1,468 | $388.9K | 0.1% | +36+2.5% | Added | Holders |
| Q3 2025 | 1,432 | $339.3K | 0.1% | +39+2.8% | Added | Holders |
| Q2 2025 | 1,393 | $379.7K | 0.1% | −403−22.4% | Reduced | Holders |
| Q1 2025 | 1,796 | $482.1K | 0.1% | +255+16.5% | Added | Holders |
| Q4 2024 | 1,541 | $515.2K | 0.1% | −421−21.5% | Reduced | Holders |
| Q3 2024 | 1,962 | $537.0K | 0.1% | +1,962 | New | Holders |