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MN Wealth Advisors, LLC

SEC CIK
0001992972
Latest filing
Jul 23, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by MN Wealth Advisors, 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 (Q2 2026)
2,178
Value
$341.3K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of CRM by MN Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,178$341.3K0.1%−724−24.9%ReducedHolders
Q1 20262,902$541.8K0.3%+461+18.9%AddedHolders
Q4 20252,441$646.8K0.3%+2,441NewHolders