Stephens Inc

SEC CIK: 0000757657
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 36,225
Value: $5.77M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Stephens Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,225	$5.77M	0.1%	−15,322−29.7%	Reduced	Holders
Q1 2026	51,547	$9.71M	0.1%	−5,261−9.3%	Reduced	Holders
Q4 2025	56,808	$15.1M	0.2%	−10,949−16.2%	Reduced	Holders
Q3 2025	67,757	$16.1M	0.2%	−37,760−35.8%	Reduced	Holders
Q2 2025	105,517	$28.8M	0.4%	+4,037+4.0%	Added	Holders
Q1 2025	101,480	$27.2M	0.4%	−5,603−5.2%	Reduced	Holders
Q4 2024	107,083	$35.8M	0.5%	+9,081+9.3%	Added	Holders
Q3 2024	98,002	$26.8M	0.4%	−9,337−8.7%	Reduced	Holders
Q2 2024	107,339	$27.6M	0.4%	−3,361−3.0%	Reduced	Holders
Q1 2024	110,700	$33.3M	0.5%	+20,071+22.1%	Added	Holders
Q4 2023	90,629	$23.8M	0.4%	−1,119−1.2%	Reduced	Holders
Q3 2023	91,748	$18.6M	0.4%	−28,954−24.0%	Reduced	Holders
Q2 2023	120,702	$25.5M	0.5%	−4,410−3.5%	Reduced	Holders
Q1 2023	125,112	$25.0M	0.5%	+6,122+5.1%	Added	Holders
Q4 2022	118,990	$15.8M	0.3%	−18,767−13.6%	Reduced	Holders
Q3 2022	137,757	$19.8M	0.4%	+656+0.5%	Added	Holders
Q2 2022	137,101	$22.6M	0.5%	−12,899−8.6%	Reduced	Holders
Q1 2022	150,000	$31.8M	0.5%	+8,471+6.0%	Added	Holders
Q4 2021	141,529	$36.0M	0.5%	+660.0%	Added	Holders
Q3 2021	141,463	$38.4M	0.6%	−5,020−3.4%	Reduced	Holders
Q2 2021	146,483	$35.8M	0.5%	+32,458+28.5%	Added	Holders
Q1 2021	114,025	$24.2M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.