RIA Advisory Group LLC

SEC CIK: 0001958384
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by RIA Advisory Group 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 (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of CRM by RIA Advisory Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−4,767−100.0%	Sold out	Holders
Q2 2023	4,767	$1.01M	0.4%	−2,714−36.3%	Reduced	Holders
Q1 2023	7,481	$1.50M	0.7%	+7,481	New	Holders