Freestone Capital Holdings, LLC

SEC CIK: 0001470876
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Freestone Capital Holdings, 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): 92,043
Value: $14.4M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Freestone Capital Holdings, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	92,043	$14.4M	0.4%	+10,791+13.3%	Added	Holders
Q1 2026	81,252	$15.2M	0.5%	−12,665−13.5%	Reduced	Holders
Q4 2025	93,917	$24.9M	0.7%	−2,299−2.4%	Reduced	Holders
Q3 2025	96,216	$22.8M	0.7%	+13,938+16.9%	Added	Holders
Q2 2025	82,278	$22.4M	0.8%	+4,863+6.3%	Added	Holders
Q1 2025	77,415	$20.8M	0.8%	−534−0.7%	Reduced	Holders
Q4 2024	77,949	$26.1M	0.9%	−3,301−4.1%	Reduced	Holders
Q3 2024	81,250	$22.2M	0.8%	+13,746+20.4%	Added	Holders
Q2 2024	67,504	$17.4M	0.6%	+1,372+2.1%	Added	Holders
Q1 2024	66,132	$19.9M	0.7%	+947+1.5%	Added	Holders
Q4 2023	65,185	$17.2M	0.8%	+135+0.2%	Added	Holders
Q3 2023	65,050	$13.2M	0.7%	+5,257+8.8%	Added	Holders
Q2 2023	59,793	$12.6M	0.5%	−530−0.9%	Reduced	Holders
Q1 2023	60,323	$12.1M	0.5%	+99+0.2%	Added	Holders
Q4 2022	60,224	$7.99M	0.4%	−7,053−10.5%	Reduced	Holders
Q3 2022	67,277	$9.68M	0.4%	−9,570−12.5%	Reduced	Holders
Q2 2022	76,847	$12.7M	0.5%	−3,956−4.9%	Reduced	Holders
Q1 2022	80,803	$17.2M	0.7%	+11,602+16.8%	Added	Holders
Q4 2021	69,201	$17.6M	0.7%	+5,788+9.1%	Added	Holders
Q3 2021	63,413	$17.2M	0.9%	+10,851+20.6%	Added	Holders
Q2 2021	52,562	$12.8M	0.6%	−3,710−6.6%	Reduced	Holders
Q1 2021	56,272	$11.9M	0.6%	–	–	Holders

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