Rooted Wealth Advisors, Inc.
- SEC CIK
- 0001963732
- Latest filing
- Jul 28, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Rooted Wealth Advisors, 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
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,593−100.0% | Sold out | Holders |
| Q1 2026 | 1,593 | $296.7K | 0.1% | −562−26.1% | Reduced | Holders |
| Q4 2025 | 2,155 | $429.8K | 0.1% | −715−24.9% | Reduced | Holders |
| Q3 2025 | 2,870 | $689.8K | 0.2% | +1,736+153.1% | Added | Holders |
| Q2 2025 | 1,134 | $292.7K | 0.1% | +267+30.8% | Added | Holders |
| Q1 2025 | 867 | $208.7K | 0.1% | −125−12.6% | Reduced | Holders |
| Q4 2024 | 992 | $322.0K | 0.1% | +256+34.8% | Added | Holders |
| Q3 2024 | 736 | $209.0K | 0.1% | +736 | New | Holders |