SEC 13F Intelligence

Bnc Wealth Management, LLC / CRM

Bnc Wealth Management, LLC’s Salesforce Inc Position

Does Bnc Wealth Management, LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 17.4K shares worth $4M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2024
Shares
17.4K
% of Portfolio
+1.66%
Quarters Held
10
position exited

Position History CRM

Reported value by quarter
Q3 ’20: $2MQ3 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202417.4K$4M+1.66%
Q1 202414.7K$4M+1.89%
Q4 202314.2K$4M+1.76%
Q3 202310.6K$2M+1.16%
Q1 20228.4K$2M+0.88%
Q4 20219.0K$2M+1.08%
Q3 20218.0K$2M+1.29%
Q2 20217.9K$2M+1.16%
Q1 20217.6K$2M+1.14%
Q3 20209.1K$2M+1.61%

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