Daner Wealth Management, LLC

SEC CIK: 0001956649
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CRM holding history

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

Shares (Q2 2026): 1,275
Value: $256.8K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of CRM by Daner Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,275	$256.8K	0.1%	+10+0.8%	Added	Holders
Q1 2026	1,265	$216.7K	0.1%	+134+11.8%	Added	Holders
Q4 2025	1,131	$218.9K	0.1%	+98+9.5%	Added	Holders
Q3 2025	1,033	$251.2K	0.2%	+1,033	New	Holders