Secured Retirement Advisors, LLC

SEC CIK: 0002012356
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Secured Retirement Advisors, 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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of CRM by Secured Retirement Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−5,381−100.0%	Sold out	Holders
Q1 2026	5,381	$1.00M	0.6%	+5,381	New	Holders
Q2 2025	0	$0	0.0%	−4,466−100.0%	Sold out	Holders
Q1 2025	4,466	$1.20M	0.8%	+4,466	New	Holders