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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Crestwood Advisors Group 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 (Q2 2026)
86,290
Value
$13.5M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CRM by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,290$13.5M0.2%−44,391−34.0%ReducedHolders
Q1 2026130,681$24.4M0.4%−129,452−49.8%ReducedHolders
Q4 2025260,133$68.9M1.1%−11,033−4.1%ReducedHolders
Q3 2025271,166$64.3M1.1%−26,966−9.0%ReducedHolders
Q2 2025298,132$81.3M1.5%−1,449−0.5%ReducedHolders
Q1 2025299,581$80.4M1.5%+2,109+0.7%AddedHolders
Q4 2024297,472$99.5M1.9%+3,212+1.1%AddedHolders
Q3 2024294,260$80.5M1.5%+826+0.3%AddedHolders
Q2 2024293,434$75.4M1.6%+35,483+13.8%AddedHolders
Q1 2024257,951$77.7M1.7%+10,942+4.4%AddedHolders
Q4 2023247,009$65.0M1.5%+10,221+4.3%AddedHolders
Q3 2023236,788$48.0M1.3%+66,940+39.4%AddedHolders
Q2 2023169,848$35.9M1.1%+19,440+12.9%AddedHolders
Q1 2023150,408$30.0M1.0%+13,366+9.8%AddedHolders
Q4 2022137,042$18.2M0.6%−73,528−34.9%ReducedHolders
Q3 2022210,570$30.3M1.1%−5,657−2.6%ReducedHolders
Q2 2022216,227$35.7M1.2%+15,558+7.8%AddedHolders
Q1 2022200,669$42.6M1.2%+31,661+18.7%AddedHolders
Q4 2021169,008$43.0M1.1%+3,234+2.0%AddedHolders
Q3 2021165,774$45.0M1.3%+162,337+4,723.2%AddedHolders
Q2 20213,437$840.0K<0.1%−184−5.1%ReducedHolders
Q1 20213,621$767.0K<0.1%––Holders

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