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Livermore
Livermore
ZHEN

First Foundation Advisors

SEC CIK
0001086763
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by First Foundation Advisors, 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)
2,965
Value
$464.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by First Foundation Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,965$464.5K<0.1%+171+6.1%AddedHolders
Q1 20262,794$521.6K<0.1%+8+0.3%AddedHolders
Q4 20252,786$738.0K<0.1%+43+1.6%AddedHolders
Q3 20252,743$650.1K<0.1%−1,649−37.5%ReducedHolders
Q2 20254,392$1.20M<0.1%+3,058+229.2%AddedHolders
Q1 20251,334$358.0K<0.1%−118−8.1%ReducedHolders
Q4 20241,452$485.4K<0.1%+30+2.1%AddedHolders
Q3 20241,422$389.2K<0.1%+854+150.4%AddedHolders
Q2 2024568$146.0K<0.1%−260−31.4%ReducedHolders
Q1 2024828$249.4K<0.1%+228+38.0%AddedHolders
Q4 2023600$157.9K<0.1%−2,288−79.2%ReducedHolders
Q3 20232,888$585.6K<0.1%+246+9.3%AddedHolders
Q2 20232,642$558.1K<0.1%−955−26.5%ReducedHolders
Q1 20233,597$718.6K<0.1%−1,461−28.9%ReducedHolders
Q4 20225,058$670.6K<0.1%−3,027−37.4%ReducedHolders
Q3 20228,085$1.16M0.1%−11,060−57.8%ReducedHolders
Q2 202219,145$3.16M0.1%−6,431−25.1%ReducedHolders
Q1 202225,576$5.43M0.2%−41,584−61.9%ReducedHolders
Q4 202167,160$17.1M0.6%−41,442−38.2%ReducedHolders
Q3 2021108,602$29.5M1.1%+4,894+4.7%AddedHolders
Q2 2021103,708$25.3M1.0%+1,237+1.2%AddedHolders
Q1 2021102,471$21.7M0.9%––Holders

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