Sand Hill Global Advisors, LLC

SEC CIK: 0001009209
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Sand Hill Global Advisors, LLC, 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): 26,752
Value: $4.19M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Sand Hill Global Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,752	$4.19M	0.1%	−335−1.2%	Reduced	Holders
Q1 2026	27,087	$5.06M	0.2%	−2,482−8.4%	Reduced	Holders
Q4 2025	29,569	$7.83M	0.3%	−245−0.8%	Reduced	Holders
Q3 2025	29,814	$7.07M	0.2%	−346−1.1%	Reduced	Holders
Q2 2025	30,160	$8.22M	0.3%	+459+1.5%	Added	Holders
Q1 2025	29,701	$7.97M	0.3%	−9,303−23.9%	Reduced	Holders
Q4 2024	39,004	$13.0M	0.6%	−1,191−3.0%	Reduced	Holders
Q3 2024	40,195	$11.0M	0.5%	+244+0.6%	Added	Holders
Q2 2024	39,951	$10.3M	0.5%	+3,162+8.6%	Added	Holders
Q1 2024	36,789	$11.1M	0.5%	−1,938−5.0%	Reduced	Holders
Q4 2023	38,727	$10.2M	0.5%	−547−1.4%	Reduced	Holders
Q3 2023	39,274	$7.96M	0.4%	−795−2.0%	Reduced	Holders
Q2 2023	40,069	$8.46M	0.4%	−837−2.0%	Reduced	Holders
Q1 2023	40,906	$8.17M	0.4%	−494−1.2%	Reduced	Holders
Q4 2022	41,400	$5.49M	0.3%	−534−1.3%	Reduced	Holders
Q3 2022	41,934	$6.03M	0.4%	−72−0.2%	Reduced	Holders
Q2 2022	42,006	$6.93M	0.4%	+1,799+4.5%	Added	Holders
Q1 2022	40,207	$8.54M	0.5%	+1,070+2.7%	Added	Holders
Q4 2021	39,137	$9.95M	0.6%	−331−0.8%	Reduced	Holders
Q3 2021	39,468	$10.7M	0.7%	−732−1.8%	Reduced	Holders
Q2 2021	40,200	$9.82M	0.6%	+1,878+4.9%	Added	Holders
Q1 2021	38,322	$8.12M	0.5%	–	–	Holders

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