Shrier Wealth Management, LLC

SEC CIK: 0002075389
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Shrier 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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of CRM by Shrier Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−1,271−100.0%	Sold out	Holders
Q1 2026	1,271	$237.3K	0.1%	+500+64.9%	Added	Holders
Q4 2025	771	$204.2K	0.1%	–	No prior filing	Holders