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MOR Wealth Management, LLC

SEC CIK
0002092389
Latest filing
Aug 6, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by MOR 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 overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
2,844
Value
$445.5K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of CRM by MOR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,844$445.5K0.2%+588+26.1%AddedHolders
Q1 20262,256$421.1K0.2%+2,256NewHolders