Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Willner & Heller, 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 Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −2,039−100.0% | Sold out | Holders |
| Q1 2026 | 2,039 | $380.5K | 0.3% | +645+46.3% | Added | Holders |
| Q4 2025 | 1,394 | $369.2K | 0.3% | +3+0.2% | Added | Holders |
| Q3 2025 | 1,391 | $329.8K | 0.3% | +288+26.1% | Added | Holders |
| Q2 2025 | 1,103 | $300.7K | 0.3% | +76+7.4% | Added | Holders |
| Q1 2025 | 1,027 | $275.6K | 0.3% | −1−0.1% | Reduced | Holders |
| Q4 2024 | 1,028 | $343.6K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,028 | $281.4K | 0.3% | +1+0.1% | Added | Holders |
| Q2 2024 | 1,027 | $264.0K | 0.3% | +346+50.8% | Added | Holders |
| Q1 2024 | 681 | $205.1K | 0.2% | +681 | New | Holders |