McDaniel Terry & Co
- SEC CIK
- 0001104366
- Latest filing
- Jul 30, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by McDaniel Terry & Co, 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 18
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −1,258−100.0% | Sold out | Holders |
| Q2 2025 | 1,258 | $343.1K | <0.1% | −1,162−48.0% | Reduced | Holders |
| Q1 2025 | 2,420 | $649.0K | 0.1% | +597+32.7% | Added | Holders |
| Q4 2024 | 1,823 | $610.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 1,823 | $499.0K | <0.1% | +1+0.1% | Added | Holders |
| Q2 2024 | 1,822 | $469.0K | <0.1% | +80+4.6% | Added | Holders |
| Q1 2024 | 1,742 | $525.0K | <0.1% | +812+87.3% | Added | Holders |
| Q4 2023 | 930 | $245.0K | <0.1% | −163−14.9% | Reduced | Holders |
| Q3 2023 | 1,093 | $222.0K | <0.1% | −42−3.7% | Reduced | Holders |
| Q2 2023 | 1,135 | $240.0K | <0.1% | −30−2.6% | Reduced | Holders |
| Q1 2023 | 1,165 | $233.0K | <0.1% | −511−30.5% | Reduced | Holders |
| Q4 2022 | 1,676 | $222.0K | <0.1% | −2,398−58.9% | Reduced | Holders |
| Q3 2022 | 4,074 | $586.0K | 0.1% | −526−11.4% | Reduced | Holders |
| Q2 2022 | 4,600 | $759.0K | 0.1% | +6+0.1% | Added | Holders |
| Q1 2022 | 4,594 | $975.0K | 0.1% | +979+27.1% | Added | Holders |
| Q4 2021 | 3,615 | $919.0K | 0.1% | +577+19.0% | Added | Holders |
| Q3 2021 | 3,038 | $824.0K | 0.1% | +242+8.7% | Added | Holders |
| Q2 2021 | 2,796 | $683.0K | 0.1% | +307+12.3% | Added | Holders |
| Q1 2021 | 2,489 | $527.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.