D.A. Davidson & Co.

SEC CIK: 0001080107
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by D.A. Davidson & Co., 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): 40,980
Value: $6.42M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by D.A. Davidson & Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	40,980	$6.42M	<0.1%	+1,892+4.8%	Added	Holders
Q1 2026	39,088	$7.30M	<0.1%	−18,653−32.3%	Reduced	Holders
Q4 2025	57,741	$15.3M	0.1%	+16,238+39.1%	Added	Holders
Q3 2025	41,503	$9.84M	0.1%	−3,566−7.9%	Reduced	Holders
Q2 2025	45,069	$12.3M	0.1%	−3,497−7.2%	Reduced	Holders
Q1 2025	48,566	$13.0M	0.1%	−13,473−21.7%	Reduced	Holders
Q4 2024	62,039	$20.7M	0.2%	+2,747+4.6%	Added	Holders
Q3 2024	59,292	$16.2M	0.1%	−6,441−9.8%	Reduced	Holders
Q2 2024	65,733	$16.9M	0.1%	+1,347+2.1%	Added	Holders
Q1 2024	64,386	$19.4M	0.2%	+525+0.8%	Added	Holders
Q4 2023	63,861	$16.8M	0.2%	+9,129+16.7%	Added	Holders
Q3 2023	54,732	$11.1M	0.1%	+4,258+8.4%	Added	Holders
Q2 2023	50,474	$10.7M	0.1%	+3,141+6.6%	Added	Holders
Q1 2023	47,333	$9.46M	0.1%	+7,800+19.7%	Added	Holders
Q4 2022	39,533	$5.24M	0.1%	+4,329+12.3%	Added	Holders
Q3 2022	35,204	$5.06M	0.1%	+4,133+13.3%	Added	Holders
Q2 2022	31,071	$5.13M	0.1%	+2,515+8.8%	Added	Holders
Q1 2022	28,556	$6.06M	0.1%	−121−0.4%	Reduced	Holders
Q4 2021	28,677	$7.29M	0.1%	+5,463+23.5%	Added	Holders
Q3 2021	23,214	$6.30M	0.1%	+985+4.4%	Added	Holders
Q2 2021	22,229	$5.43M	0.1%	+1,340+6.4%	Added	Holders
Q1 2021	20,889	$4.43M	0.1%	–	–	Holders

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