Capstone Wealth Management Group LLC
- SEC CIK
- 0002059649
- Latest filing
- Apr 16, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Capstone Wealth Management Group 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 Q1 2026 holdings
- Shares (Q1 2026)
- 2,131
- Value
- $397.8K
- % of portfolio
- 0.2%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,131 | $397.8K | 0.2% | −66−3.0% | Reduced | Holders |
| Q4 2025 | 2,197 | $581.9K | 0.4% | +203+10.2% | Added | Holders |
| Q3 2025 | 1,994 | $472.6K | 0.3% | +536+36.8% | Added | Holders |
| Q2 2025 | 1,458 | $397.5K | 0.3% | +62+4.4% | Added | Holders |
| Q1 2025 | 1,396 | $374.7K | 0.3% | −124−8.2% | Reduced | Holders |
| Q4 2024 | 1,520 | $508.2K | 0.4% | – | No prior filing | Holders |