SEC 13F Intelligence

Transform Wealth, LLC / CRM

Transform Wealth, LLC’s Salesforce Inc Position

Does Transform Wealth, LLC own Salesforce Inc (CRM)? Yes — 55.6K shares worth $15M (+0.90% of its 13F portfolio) as of Q1 2025, up from 53.9K shares the prior filed quarter.

Position Value
$15M
Q1 2025
Shares
55.6K
% of Portfolio
+0.90%
Quarters Held
12
currently held

Position History CRM

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $5MQ3 ’20: $7MQ3 ’20Q4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $7MQ3 ’21: $8MQ3 ’21Q4 ’21: $7MQ1 ’22: $7MQ1 ’22Q3 ’24: $14MQ4 ’24: $18MQ4 ’24Q1 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202555.6K$15M+0.90%
Q4 202453.9K$18M+1.00%
Q3 202450.2K$14M+0.91%
Q1 202231.1K$7M+0.74%
Q4 202128.4K$7M+0.75%
Q3 202128.4K$8M+0.88%
Q2 202128.2K$7M+0.84%
Q1 202119.0K$4M+0.81%
Q4 202019.1K$4M+0.89%
Q3 202027.2K$7M+1.10%
Q2 202028.3K$5M+0.91%
Q1 202027.5K$4M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of CRM.