Skip to main content

IronOak Wealth LLC.

SEC CIK
0002037081
Latest filing
Jul 14, 2025

CRM holding history

Salesforce, Inc. in every 13F filed by IronOak Wealth 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 2025 holdings

Shares (Q2 2025)
7,543
Value
$2.06M
% of portfolio
2.0%
Quarters held
2
Since Q4 2024
Holdings of CRM by IronOak Wealth LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20257,543$2.06M2.0%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,797$1.27M1.4%–No prior filingHolders