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Positano Wealth Management Ltd

SEC CIK
0002137428
Latest filing
Jul 20, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Positano Wealth Management Ltd, 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)
54,462
Value
$8.53M
% of portfolio
4.6%
Quarters held
3
Since Q4 2025
Holdings of CRM by Positano Wealth Management Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,462$8.53M4.6%+12,316+29.2%AddedHolders
Q1 202642,146$7.87M5.8%+29,546+234.5%AddedHolders
Q4 202512,600$3.34M2.6%–No prior filingHolders