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Livermore
Livermore
ZHEN

Redmont Wealth Advisors LLC

SEC CIK
0001910482
Latest filing
Feb 6, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Redmont 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)
50
Value
$13.2K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2021
Holdings of CRM by Redmont Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202550$13.2K<0.1%00.0%UnchangedHolders
Q3 202550$11.8K<0.1%00.0%UnchangedHolders
Q2 202550$13.6K<0.1%+50NewHolders
Q4 20240$00.0%−50−100.0%Sold outHolders
Q3 202450$13.7K<0.1%00.0%UnchangedHolders
Q2 202450$12.9K<0.1%00.0%UnchangedHolders
Q1 202450$15.1K<0.1%+50NewHolders
Q1 20230$00.0%−5,200−100.0%Sold outHolders
Q4 20225,200$689.5K0.8%00.0%UnchangedHolders
Q3 20225,200$748.0K1.0%−100−1.9%ReducedHolders
Q2 20225,300$875.0K1.1%00.0%UnchangedHolders
Q1 20225,300$1.13M1.2%00.0%UnchangedHolders
Q4 20215,300$1.35M1.5%–No prior filingHolders