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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Avidian Wealth Solutions, 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)
6,063
Value
$949.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,063$949.8K<0.1%−260−4.1%ReducedHolders
Q1 20266,323$1.18M<0.1%+4,023+174.9%AddedHolders
Q4 20252,300$609.3K<0.1%−13−0.6%ReducedHolders
Q3 20252,313$548.2K<0.1%+88+4.0%AddedHolders
Q2 20252,225$606.7K<0.1%−63−2.8%ReducedHolders
Q1 20252,288$614.1K<0.1%−244−9.6%ReducedHolders
Q4 20242,532$846.4K<0.1%+330+15.0%AddedHolders
Q3 20242,202$602.8K<0.1%+673+44.0%AddedHolders
Q2 20241,529$393.0K<0.1%+213+16.2%AddedHolders
Q1 20241,316$396.4K<0.1%+1,316NewHolders
Q4 20230$00.0%−1,489−100.0%Sold outHolders
Q3 20231,489$301.9K<0.1%−39,026−96.3%ReducedHolders
Q2 202340,515$8.56M0.6%+37,190+1,118.5%AddedHolders
Q1 20233,325$664.3K<0.1%−458−12.1%ReducedHolders
Q4 20223,783$501.6K<0.1%+1,826+93.3%AddedHolders
Q3 20221,957$281.0K<0.1%+231+13.4%AddedHolders
Q2 20221,726$285.0K<0.1%−185−9.7%ReducedHolders
Q1 20221,911$406.0K<0.1%−2,331−55.0%ReducedHolders
Q4 20214,242$1.08M0.1%+2,594+157.4%AddedHolders
Q3 20211,648$447.0K<0.1%+93+6.0%AddedHolders
Q2 20211,555$380.0K<0.1%+237+18.0%AddedHolders
Q1 20211,318$279.0K<0.1%––Holders

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