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Livermore
Livermore
ZHEN

Watershed Private Wealth LLC

SEC CIK
0001965271
Latest filing
Jul 17, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Watershed 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 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of CRM by Watershed Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,685−100.0%Sold outHolders
Q4 20252,685$711.3K0.2%00.0%UnchangedHolders
Q3 20252,685$636.3K0.2%−366−12.0%ReducedHolders
Q2 20253,051$832.0K0.3%−13−0.4%ReducedHolders
Q1 20253,064$822.3K0.3%00.0%UnchangedHolders
Q4 20243,064$1.02M0.4%−397−11.5%ReducedHolders
Q3 20243,461$947.3K0.4%00.0%UnchangedHolders
Q2 20243,461$889.8K0.4%−10.0%ReducedHolders
Q1 20243,462$1.04M0.5%00.0%UnchangedHolders
Q4 20233,462$911.0K0.5%+356+11.5%AddedHolders
Q3 20233,106$629.8K0.4%00.0%UnchangedHolders
Q2 20233,106$656.2K0.4%−206−6.2%ReducedHolders
Q1 20233,312$661.7K0.4%+10.0%AddedHolders
Q4 20223,311$439.0K0.3%–No prior filingHolders