Signature Wealth Management Partners, LLC
Position in CRM — Salesforce, Inc.
CIK 1824694
MONTVALE, NJ
Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$325,226
+$22,634 QoQ
Shares Held
2,076
+28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,796
of 2,451 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Signature Wealth Management Partners, LLC holds $1,020,001 across 3 Software - Application names. CRM ranks #2 (31.9% of the industry book) .
All Filings in CRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,226 | 2,076 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $302,592 | 1,621 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $247,955 | 936 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $221,832 | 936 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $255,237 | 936 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $251,184 | 936 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $345,028 | 1,032 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $286,574 | 1,047 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $269,183 | 1,047 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||