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Centurion Wealth Management LLC

SEC CIK
0001951368
Latest filing
Jul 9, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Centurion Wealth Management 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
13
Since Q4 2022
Holdings of CRM by Centurion Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,200−100.0%Sold outHolders
Q1 20261,200$224.0K0.1%−876−42.2%ReducedHolders
Q4 20252,076$549.9K0.1%+34+1.7%AddedHolders
Q3 20252,042$484.1K0.1%+31+1.5%AddedHolders
Q2 20252,011$548.5K0.2%+218+12.2%AddedHolders
Q1 20251,793$599.3K0.2%00.0%UnchangedHolders
Q4 20241,793$599.3K0.2%+20+1.1%AddedHolders
Q3 20241,773$485.2K0.2%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 20242,175$655.1K0.3%−29−1.3%ReducedHolders
Q4 20232,204$580.0K0.2%−12−0.5%ReducedHolders
Q3 20232,216$449.4K0.2%−3−0.1%ReducedHolders
Q2 20232,219$468.8K0.2%−11−0.5%ReducedHolders
Q1 20232,230$445.5K0.2%+612+37.8%AddedHolders
Q4 20221,618$214.5K0.1%–No prior filingHolders