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Ponta Wealth Partners, LLC

SEC CIK
0002107740
Latest filing
Aug 12, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Ponta Wealth Partners, 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)
3,206
Value
$502.3K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of CRM by Ponta Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,206$502.3K0.3%+676+26.7%AddedHolders
Q1 20262,530$472.3K0.4%+2,530NewHolders