Middleton & Co Inc
- SEC CIK
- 0000919497
- Latest filing
- Aug 10, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Middleton & Co Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q2 2026 holdings
- Shares (Q2 2026)
- 58,980
- Value
- $9.24M
- % of portfolio
- 1.0%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 58,980 | $9.24M | 1.0% | −1,236−2.1% | Reduced | Holders |
| Q1 2026 | 60,216 | $11.2M | 1.3% | −643−1.1% | Reduced | Holders |
| Q4 2025 | 60,859 | $16.1M | 1.7% | +1,242+2.1% | Added | Holders |
| Q3 2025 | 59,617 | $14.1M | 1.5% | +232+0.4% | Added | Holders |
| Q2 2025 | 59,385 | $16.2M | 1.8% | −132−0.2% | Reduced | Holders |
| Q1 2025 | 59,517 | $16.0M | 1.9% | −1,125−1.9% | Reduced | Holders |
| Q4 2024 | 60,642 | $20.3M | 2.2% | −338−0.6% | Reduced | Holders |
| Q3 2024 | 60,980 | $16.7M | 1.8% | +959+1.6% | Added | Holders |
| Q2 2024 | 60,021 | $15.4M | 1.8% | −1,179−1.9% | Reduced | Holders |
| Q1 2024 | 61,200 | $18.4M | 2.1% | −1,333−2.1% | Reduced | Holders |
| Q4 2023 | 62,533 | $16.5M | 2.1% | −2,693−4.1% | Reduced | Holders |
| Q3 2023 | 65,226 | $13.2M | 1.8% | −589−0.9% | Reduced | Holders |
| Q2 2023 | 65,815 | $13.9M | 1.8% | −581−0.9% | Reduced | Holders |
| Q1 2023 | 66,396 | $13.3M | 1.9% | −994−1.5% | Reduced | Holders |
| Q4 2022 | 67,390 | $8.94M | 1.3% | −4,057−5.7% | Reduced | Holders |
| Q3 2022 | 71,447 | $10.3M | 1.6% | −14,447−16.8% | Reduced | Holders |
| Q2 2022 | 85,894 | $14.2M | 1.8% | −1,517−1.7% | Reduced | Holders |
| Q1 2022 | 87,411 | $18.6M | 2.0% | −170−0.2% | Reduced | Holders |
| Q4 2021 | 87,581 | $22.3M | 2.2% | −783−0.9% | Reduced | Holders |
| Q3 2021 | 88,364 | $24.0M | 2.6% | −527−0.6% | Reduced | Holders |
| Q2 2021 | 88,891 | $21.7M | 2.4% | −7,088−7.4% | Reduced | Holders |
| Q1 2021 | 95,979 | $20.3M | 2.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.