Leo Wealth, LLC
- SEC CIK
- 0001912202
- Latest filing
- May 5, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Leo 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 Q1 2026 holdings
- Shares (Q1 2026)
- 4,436
- Value
- $828.1K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,436 | $828.1K | 0.1% | −1,202−21.3% | Reduced | Holders |
| Q4 2025 | 5,638 | $1.49M | 0.1% | +5,638 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −7,260−100.0% | Sold out | Holders |
| Q2 2025 | 7,260 | $1.98M | 0.2% | +6,436+781.1% | Added | Holders |
| Q1 2025 | 824 | $221.1K | <0.1% | −4,881−85.6% | Reduced | Holders |
| Q4 2024 | 5,705 | $1.91M | 0.2% | −2,768−32.7% | Reduced | Holders |
| Q3 2024 | 8,473 | $2.32M | 0.2% | +783+10.2% | Added | Holders |
| Q2 2024 | 7,690 | $1.97M | 0.2% | +4,086+113.4% | Added | Holders |
| Q1 2024 | 3,604 | $1.09M | 0.1% | +780+27.6% | Added | Holders |
| Q4 2023 | 2,824 | $839.4K | 0.1% | – | No prior filing | Holders |