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Livermore
Livermore
ZHEN

Seed Wealth Management, Inc.

SEC CIK
0001963728
Latest filing
Jul 27, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Seed Wealth Management, Inc., 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
14
Since Q4 2022
Holdings of CRM by Seed Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,570−100.0%Sold outHolders
Q1 20261,570$293.1K0.2%00.0%UnchangedHolders
Q4 20251,570$415.9K0.3%−200−11.3%ReducedHolders
Q3 20251,770$419.5K0.3%−1,915−52.0%ReducedHolders
Q2 20253,685$1.00M0.7%00.0%UnchangedHolders
Q1 20253,685$988.9K0.8%00.0%UnchangedHolders
Q4 20243,685$1.23M1.0%00.0%UnchangedHolders
Q3 20243,685$1.01M0.8%+35+1.0%AddedHolders
Q2 20243,650$938.4K0.8%−40−1.1%ReducedHolders
Q1 20243,690$1.12M1.1%+40+1.1%AddedHolders
Q4 20233,650$934.9K0.9%00.0%UnchangedHolders
Q3 20233,650$740.1K0.8%00.0%UnchangedHolders
Q2 20233,650$771.1K0.8%00.0%UnchangedHolders
Q1 20233,650$729.2K0.8%00.0%UnchangedHolders
Q4 20223,650$484.0K0.6%–No prior filingHolders