JPL Wealth Management, LLC

SEC CIK: 0002010710
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by JPL 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 overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 248
Value: $38.9K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of CRM by JPL Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	248	$38.9K	<0.1%	−90−26.6%	Reduced	Holders
Q1 2026	338	$63.1K	<0.1%	+338	New	Holders
Q4 2025	0	$0	0.0%	−495−100.0%	Sold out	Holders
Q3 2025	495	$117.3K	<0.1%	+495	New	Holders