SALESFORCE INC · CUSIP 79466L302 · CIK 1846160
As of 2026-06-30, AAFMAA Wealth Management & Trust LLC reported 1.50K CRM (shares), valued at $234.52K, or 0.08% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares decreased 71.19%; reported value decreased 75.83%, and weight changed -0.30 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 | 0.08% | 1,497 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 0.38% | 5,197 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 0.57% | 5,460 | SEC filing ↗Filed Jan 7, 2026 |
| Q3 2025 | 0.49% | 5,194 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 0.58% | 5,167 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 0.88% | 7,260 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 0.98% | 6,663 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 0.98% | 8,119 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 1.00% | 7,933 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 1.09% | 6,632 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 3.99% | 26,714 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 4.96% | 26,324 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.96% | 26,324 | $5.34M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 3.99% | 26,714 | $7.03M | Shares increased 1.48%; reported value increased 31.69%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 1.09% | 6,632 | $2.00M | Shares decreased 75.17%; reported value decreased 71.59%, and weight changed -2.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 1.00% | 7,933 | $2.04M | Shares increased 19.62%; reported value increased 2.11%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 0.98% | 8,119 | $2.22M | Shares increased 2.34%; reported value increased 8.96%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 0.98% | 6,663 | $2.23M | Shares decreased 17.93%; reported value increased 0.24%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 0.88% | 7,260 | $1.95M | Shares increased 8.96%; reported value decreased 12.54%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 0.58% | 5,167 | $1.41M | Shares decreased 28.83%; reported value decreased 27.68%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.49% | 5,194 | $1.23M | Shares increased 0.52%; reported value decreased 12.63%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 0.57% | 5,460 | $1.45M | Shares increased 5.12%; reported value increased 17.50%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2026 |
| Q1 2026 | 0.38% | 5,197 | $970.12K | Shares decreased 4.82%; reported value decreased 32.93%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 0.08% | 1,497 | $234.52K | Shares decreased 71.19%; reported value decreased 75.83%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2026 |
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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.