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VCI Wealth Management LLC

SEC CIK
0002009388
Latest filing
Aug 4, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by VCI Wealth Management 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2025
Holdings of CRM by VCI Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−8,257−100.0%Sold outHolders
Q1 20268,257$1.54M0.4%+8,257NewHolders
Q4 20250$00.0%−7,390−100.0%Sold outHolders
Q3 20257,390$1.75M0.5%+2,228+43.2%AddedHolders
Q2 20255,162$1.41M0.5%+701+15.7%AddedHolders
Q1 20254,461$1.20M0.5%+4,461NewHolders