SALESFORCE INC · CUSIP 79466L302 · CIK 1801097
As of 2026-03-31, CFM WEALTH PARTNERS LLC reported 1.89K CRM (shares), valued at $353.18K, or 0.05% of its reported non-derivative portfolio. Filed 2026-04-21.
Verify history & sources →Shares decreased 94.08%; reported value decreased 95.83%, and weight changed -1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | 0.05% | 1,892 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 1.22% | 31,959 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 1.21% | 35,078 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 1.87% | 43,181 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 2.01% | 42,487 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 2.36% | 41,806 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 2.01% | 42,005 | SEC filing ↗Filed Oct 23, 2024Amended |
| Q2 2024 | 2.01% | 42,543 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 2.57% | 42,570 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 2.47% | 41,566 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 2.22% | 41,771 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.22% | 41,771 | $8.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.47% | 41,566 | $10.94M | Shares decreased 0.49%; reported value increased 29.13%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 2.57% | 42,570 | $12.82M | Shares increased 2.42%; reported value increased 17.22%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 2.01% | 42,543 | $10.94M | Shares decreased 0.06%; reported value decreased 14.69%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 2.01% | 42,005 | $11.50M | Shares decreased 1.26%; reported value increased 5.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 2.36% | 41,806 | $13.98M | Shares decreased 0.47%; reported value increased 21.57%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 2.01% | 42,487 | $11.40M | Shares increased 1.63%; reported value decreased 18.42%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 1.87% | 43,181 | $11.78M | Shares increased 1.63%; reported value increased 3.27%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 1.21% | 35,078 | $8.31M | Shares decreased 18.77%; reported value decreased 29.40%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 1.22% | 31,959 | $8.47M | Shares decreased 8.89%; reported value increased 1.84%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 0.05% | 1,892 | $353.18K | Shares decreased 94.08%; reported value decreased 95.83%, and weight changed -1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.