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Warther Private Wealth, LLC

SEC CIK
0001954551
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Warther Private 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 Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of CRM by Warther Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−843−100.0%Sold outHolders
Q4 2024843$281.8K0.1%−74−8.1%ReducedHolders
Q3 2024917$251.0K0.1%−100−9.8%ReducedHolders
Q2 20241,017$261.5K0.1%00.0%UnchangedHolders
Q1 20241,017$306.3K0.1%+1,017NewHolders
Q2 20220$00.0%−3,152−100.0%Sold outHolders
Q1 20223,152$669.0K0.4%+224+7.7%AddedHolders
Q4 20212,928$748.0K0.6%+39+1.3%AddedHolders
Q3 20212,889$795.0K0.7%+194+7.2%AddedHolders
Q2 20212,695$660.0K0.6%–No prior filingHolders