SEC 13F Intelligence

Boomfish Wealth Group, LLC / CRM

Boomfish Wealth Group, LLC’s Salesforce Inc Position

Does Boomfish Wealth Group, LLC own Salesforce Inc (CRM)? Yes — 11.3K shares worth $2M (+1.13% of its 13F portfolio) as of Q1 2026, up from 11.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
11.3K
% of Portfolio
+1.13%
Quarters Held
10
currently held

Position History CRM

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.3K$2M+1.13%
Q4 202511.1K$3M+1.57%
Q3 202511.1K$3M+1.42%
Q2 20259.4K$3M+1.48%
Q1 20258.8K$2M+1.53%
Q4 20248.9K$3M+1.80%
Q3 20249.3K$3M+1.56%
Q2 20249.3K$2M+1.54%
Q1 20248.6K$3M+1.74%
Q4 20239.4K$2M+1.78%

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