Provence Wealth Management Group

SEC CIK: 0001925991
Latest filing: Feb 6, 2024

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Provence Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q4 2023 holdings

Shares (Q4 2023): 2,403
Value: $632.3K
% of portfolio: 0.3%
Quarters held: 4; Since Q1 2023

Holdings of CRM by Provence Wealth Management Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	2,403	$632.3K	0.3%	+313+15.0%	Added	Holders
Q3 2023	2,090	$423.8K	0.3%	+45+2.2%	Added	Holders
Q2 2023	2,045	$432.0K	0.3%	+39+1.9%	Added	Holders
Q1 2023	2,006	$400.8K	0.3%	+2,006	New	Holders