Summit Wealth Group LLC
- SEC CIK
- 0002081278
- Latest filing
- Jul 28, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Summit Wealth 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 Q2 2026 holdings
- Shares (Q2 2026)
- 1,483
- Value
- $232.3K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,483 | $232.3K | <0.1% | −245−14.2% | Reduced | Holders |
| Q1 2026 | 1,728 | $322.6K | <0.1% | −21−1.2% | Reduced | Holders |
| Q4 2025 | 1,749 | $463.3K | 0.1% | −11,825−87.1% | Reduced | Holders |
| Q3 2025 | 13,574 | $2.75M | 0.4% | +12,519+1,186.6% | Added | Holders |
| Q2 2025 | 1,055 | $288.1K | 0.1% | – | No prior filing | Holders |