Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Sigma Planning Corp, 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): 18,891
Value: $2.96M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,891	$2.96M	0.1%	+1,517+8.7%	Added	Holders
Q1 2026	17,374	$3.24M	0.1%	−6,346−26.8%	Reduced	Holders
Q4 2025	23,720	$6.37M	0.2%	−681−2.8%	Reduced	Holders
Q3 2025	24,401	$5.78M	0.2%	+387+1.6%	Added	Holders
Q2 2025	24,014	$6.55M	0.2%	+1,141+5.0%	Added	Holders
Q1 2025	22,873	$6.14M	0.2%	−2,747−10.7%	Reduced	Holders
Q4 2024	25,620	$8.57M	0.3%	+617+2.5%	Added	Holders
Q3 2024	25,003	$6.84M	0.2%	−989−3.8%	Reduced	Holders
Q2 2024	25,992	$6.68M	0.2%	−2,233−7.9%	Reduced	Holders
Q1 2024	28,225	$8.50M	0.3%	+16,670+144.3%	Added	Holders
Q4 2023	11,555	$3.04M	0.2%	−17,612−60.4%	Reduced	Holders
Q3 2023	29,167	$5.91M	0.2%	−3,560−10.9%	Reduced	Holders
Q2 2023	32,727	$6.91M	0.2%	−1,720−5.0%	Reduced	Holders
Q1 2023	34,447	$6.88M	0.2%	−219−0.6%	Reduced	Holders
Q4 2022	34,666	$4.60M	0.2%	−4,583−11.7%	Reduced	Holders
Q3 2022	39,249	$5.65M	0.2%	+440+1.1%	Added	Holders
Q2 2022	38,809	$6.41M	0.2%	−4,160−9.7%	Reduced	Holders
Q1 2022	42,969	$9.12M	0.3%	+963+2.3%	Added	Holders
Q4 2021	42,006	$10.7M	0.3%	+1,452+3.6%	Added	Holders
Q3 2021	40,554	$11.0M	0.3%	+5,061+14.3%	Added	Holders
Q2 2021	35,493	$8.67M	0.3%	−1,068−2.9%	Reduced	Holders
Q1 2021	36,561	$7.75M	0.2%	–	–	Holders

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