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TCWP LLC

SEC CIK
0001907375
Latest filing
Nov 13, 2024

CRM holding history

Salesforce, Inc. in every 13F filed by TCWP 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 Q3 2024 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of CRM by TCWP LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−1,605−100.0%Sold outHolders
Q3 20231,605$325.5K0.2%−12−0.7%ReducedHolders
Q2 20231,617$341.6K0.1%−53−3.2%ReducedHolders
Q1 20231,670$333.6K0.1%−879−34.5%ReducedHolders
Q4 20222,549$338.0K0.1%+251+10.9%AddedHolders
Q3 20222,298$330.0K0.1%−86−3.6%ReducedHolders
Q2 20222,384$393.0K0.1%−626−20.8%ReducedHolders
Q1 20223,010$639.0K0.1%−403−11.8%ReducedHolders
Q4 20213,413$867.0K0.2%–No prior filingHolders