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Livermore
Livermore
ZHEN

Vawter Financial, Ltd.

SEC CIK
0001974403
Latest filing
Jul 24, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Vawter Financial, Ltd., 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)
1,304
Value
$204.3K
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of CRM by Vawter Financial, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,304$204.3K0.1%00.0%UnchangedHolders
Q1 20261,304$243.4K0.1%00.0%UnchangedHolders
Q4 20251,304$345.4K0.1%+293+29.0%AddedHolders
Q3 20251,011$239.6K0.1%+111+12.3%AddedHolders
Q2 2025900$245.4K2.8%−26−2.8%ReducedHolders
Q1 2025926$248.5K0.1%+15+1.6%AddedHolders
Q4 2024911$304.6K0.2%−232−20.3%ReducedHolders
Q3 20241,143$312.9K0.2%00.0%UnchangedHolders
Q2 20241,143$293.9K0.2%00.0%UnchangedHolders
Q1 20241,143$344.2K0.2%00.0%UnchangedHolders
Q4 20231,143$300.8K0.2%+11+1.0%AddedHolders
Q3 20231,132$229.5K0.2%−11−1.0%ReducedHolders
Q2 20231,143$241.5K0.2%00.0%UnchangedHolders
Q1 20231,143$228.3K0.2%+1,143NewHolders