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Three Seasons Wealth, LLC

SEC CIK
0002044495
Latest filing
Aug 13, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Three Seasons 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 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2023
Holdings of CRM by Three Seasons Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7,802−100.0%Sold outHolders
Q1 20267,802$1.46M0.6%+6,727+625.8%AddedHolders
Q4 20251,075$285.2K<0.1%−2,504−70.0%ReducedHolders
Q3 20253,579$849.6K0.1%+958+36.6%AddedHolders
Q2 20252,621$715.8K0.1%00.0%UnchangedHolders
Q1 20252,621$703.4K0.3%00.0%UnchangedHolders
Q4 20242,621$877.4K0.4%−257−8.9%ReducedHolders
Q3 20242,878$788.9K0.4%−3,557−55.3%ReducedHolders
Q2 20246,435$1.65M0.9%−684−9.6%ReducedHolders
Q1 20247,119$2.17M1.5%+1,764+32.9%AddedHolders
Q4 20235,355$1.41M1.2%+103+2.0%AddedHolders
Q3 20235,252$1.07M1.1%–No prior filingHolders