Private Wealth Partners, LLC

SEC CIK: 0001335851
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Private Wealth Partners, LLC, 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): 14,086
Value: $2.21M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Private Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,086	$2.21M	0.2%	−696−4.7%	Reduced	Holders
Q1 2026	14,782	$2.76M	0.2%	−3,607−19.6%	Reduced	Holders
Q4 2025	18,389	$4.87M	0.3%	−1,290−6.6%	Reduced	Holders
Q3 2025	19,679	$4.66M	0.3%	+144+0.7%	Added	Holders
Q2 2025	19,535	$5.33M	0.4%	−475−2.4%	Reduced	Holders
Q1 2025	20,010	$5.37M	0.4%	+4,069+25.5%	Added	Holders
Q4 2024	15,941	$5.33M	0.4%	+1,223+8.3%	Added	Holders
Q3 2024	14,718	$4.03M	0.3%	−604−3.9%	Reduced	Holders
Q2 2024	15,322	$3.94M	0.3%	−452−2.9%	Reduced	Holders
Q1 2024	15,774	$4.75M	0.4%	+216+1.4%	Added	Holders
Q4 2023	15,558	$4.09M	0.3%	+196+1.3%	Added	Holders
Q3 2023	15,362	$3.12M	0.3%	−110−0.7%	Reduced	Holders
Q2 2023	15,472	$3.27M	0.3%	+1,965+14.5%	Added	Holders
Q1 2023	13,507	$2.70M	0.3%	+550+4.2%	Added	Holders
Q4 2022	12,957	$1.72M	0.2%	−2,968−18.6%	Reduced	Holders
Q3 2022	15,925	$2.29M	0.3%	+192+1.2%	Added	Holders
Q2 2022	15,733	$2.60M	0.3%	−4,328−21.6%	Reduced	Holders
Q1 2022	20,061	$4.26M	0.4%	−342−1.7%	Reduced	Holders
Q4 2021	20,403	$5.18M	0.4%	+1,862+10.0%	Added	Holders
Q3 2021	18,541	$5.03M	0.5%	+100+0.5%	Added	Holders
Q2 2021	18,441	$4.50M	0.4%	+54+0.3%	Added	Holders
Q1 2021	18,387	$3.90M	0.4%	–	–	Holders

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