Spinnaker Trust

SEC CIK: 0001158970
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Spinnaker Trust, 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): 24,406
Value: $3.82M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Spinnaker Trust, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,406	$3.82M	0.2%	−447−1.8%	Reduced	Holders
Q1 2026	24,853	$4.64M	0.3%	+272+1.1%	Added	Holders
Q4 2025	24,581	$6.51M	0.3%	−121−0.5%	Reduced	Holders
Q3 2025	24,702	$5.85M	0.3%	+46+0.2%	Added	Holders
Q2 2025	24,656	$6.72M	0.4%	+168+0.7%	Added	Holders
Q1 2025	24,488	$6.57M	0.4%	−234−0.9%	Reduced	Holders
Q4 2024	24,722	$8.27M	0.5%	+41+0.2%	Added	Holders
Q3 2024	24,681	$6.76M	0.4%	−874−3.4%	Reduced	Holders
Q2 2024	25,555	$6.57M	0.4%	+277+1.1%	Added	Holders
Q1 2024	25,278	$7.61M	0.5%	−4,429−14.9%	Reduced	Holders
Q4 2023	29,707	$7.82M	0.5%	+1,054+3.7%	Added	Holders
Q3 2023	28,653	$5.81M	0.4%	−2,369−7.6%	Reduced	Holders
Q2 2023	31,022	$6.55M	0.5%	−59−0.2%	Reduced	Holders
Q1 2023	31,081	$6.21M	0.5%	+6,964+28.9%	Added	Holders
Q4 2022	24,117	$3.20M	0.2%	+22,132+1,115.0%	Added	Holders
Q3 2022	1,985	$286.0K	<0.1%	−21,617−91.6%	Reduced	Holders
Q2 2022	23,602	$3.90M	0.3%	−275−1.2%	Reduced	Holders
Q1 2022	23,877	$5.07M	0.3%	+6,337+36.1%	Added	Holders
Q4 2021	17,540	$4.46M	0.3%	−1,585−8.3%	Reduced	Holders
Q3 2021	19,125	$5.19M	0.4%	+541+2.9%	Added	Holders
Q2 2021	18,584	$4.54M	0.3%	+642+3.6%	Added	Holders
Q1 2021	17,942	$3.80M	0.3%	–	–	Holders

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