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Barlow Wealth Partners, Inc.

SEC CIK
0001999928
Latest filing
Jul 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Barlow Wealth Partners, 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)
95,913
Value
$16.0M
% of portfolio
1.7%
Quarters held
3
Since Q4 2024
Holdings of CRM by Barlow Wealth Partners, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,913$16.0M1.7%+29,293+44.0%AddedHolders
Q1 202666,620$12.1M1.3%+66,620NewHolders
Q1 20250$00.0%−4,458−100.0%Sold outHolders
Q4 20244,458$1.43M0.2%+4,458NewHolders