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Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Greenleaf Trust, 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)
102,678
Value
$16.1M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CRM by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026102,678$16.1M0.2%−505−0.5%ReducedHolders
Q1 2026103,183$19.3M0.2%+4,577+4.6%AddedHolders
Q4 202598,606$26.1M0.2%+484+0.5%AddedHolders
Q3 202598,122$23.3M0.2%+66+0.1%AddedHolders
Q2 202598,056$26.7M0.2%−640−0.6%ReducedHolders
Q1 202598,696$26.5M0.2%+1,327+1.4%AddedHolders
Q4 202497,369$32.6M0.3%−2,434−2.4%ReducedHolders
Q3 202499,803$27.3M0.2%+805+0.8%AddedHolders
Q2 202498,998$25.5M0.2%−220−0.2%ReducedHolders
Q1 202499,218$29.9M0.3%−2,947−2.9%ReducedHolders
Q4 2023102,165$26.9M0.3%−4,280−4.0%ReducedHolders
Q3 2023106,445$21.6M0.2%−340−0.3%ReducedHolders
Q2 2023106,785$22.6M0.2%−6,392−5.6%ReducedHolders
Q1 2023113,177$22.6M0.3%+6,622+6.2%AddedHolders
Q4 2022106,555$14.1M0.2%+806+0.8%AddedHolders
Q3 2022105,749$15.2M0.2%−831−0.8%ReducedHolders
Q2 2022106,580$17.6M0.3%+2,007+1.9%AddedHolders
Q1 2022104,573$22.2M0.3%+7,250+7.4%AddedHolders
Q4 202197,323$24.7M0.3%+9,414+10.7%AddedHolders
Q3 202187,909$23.8M0.3%+8,268+10.4%AddedHolders
Q2 202179,641$19.5M0.2%+505+0.6%AddedHolders
Q1 202179,136$16.8M0.2%––Holders

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