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Livermore
Livermore
ZHEN

Aureus Asset Management, LLC

SEC CIK
0001381296
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Aureus Asset Management, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of CRM by Aureus Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,274−100.0%Sold outHolders
Q4 20251,274$337.5K<0.1%+212+20.0%AddedHolders
Q3 20251,062$251.7K<0.1%−125,908−99.2%ReducedHolders
Q2 2025126,970$34.6M2.2%−2,181−1.7%ReducedHolders
Q1 2025129,151$34.7M2.4%−2,587−2.0%ReducedHolders
Q4 2024131,738$44.0M2.8%−2,638−2.0%ReducedHolders
Q3 2024134,376$36.8M2.4%−1,182−0.9%ReducedHolders
Q2 2024135,558$34.9M2.4%−1,476−1.1%ReducedHolders
Q1 2024137,034$41.3M2.8%−937−0.7%ReducedHolders
Q4 2023137,971$36.3M2.7%−372−0.3%ReducedHolders
Q3 2023138,343$28.1M2.3%−34,264−19.9%ReducedHolders
Q2 2023172,607$36.5M2.7%−6,509−3.6%ReducedHolders
Q1 2023179,116$35.8M2.8%+21,536+13.7%AddedHolders
Q4 2022157,580$20.9M1.8%+2,366+1.5%AddedHolders
Q3 2022155,214$22.3M1.9%+14,617+10.4%AddedHolders
Q2 2022140,597$23.2M1.9%+710+0.5%AddedHolders
Q1 2022139,887$29.7M2.0%−1,837−1.3%ReducedHolders
Q4 2021141,724$36.0M2.2%+553+0.4%AddedHolders
Q3 2021141,171$38.3M2.5%+3,856+2.8%AddedHolders
Q2 2021137,315$33.5M2.2%+5,498+4.2%AddedHolders
Q1 2021131,817$27.9M2.2%––Holders

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