Acumen Wealth Advisors, LLC

SEC CIK: 0001939202
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Acumen 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 overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 10,096
Value: $1.59M
% of portfolio: 0.3%
Quarters held: 3; Since Q4 2025

Holdings of CRM by Acumen Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,096	$1.59M	0.3%	−10,134−50.1%	Reduced	Holders
Q1 2026	20,230	$3.78M	1.0%	−2,017−9.1%	Reduced	Holders
Q4 2025	22,247	$5.90M	1.7%	–	No prior filing	Holders