Diversified Trust Co

SEC CIK: 0001479844
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Diversified Trust Co, 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): 11,018
Value: $1.73M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Diversified Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,018	$1.73M	<0.1%	−4,738−30.1%	Reduced	Holders
Q1 2026	15,756	$2.94M	0.1%	−1,139−6.7%	Reduced	Holders
Q4 2025	16,895	$4.48M	0.1%	−2,645−13.5%	Reduced	Holders
Q3 2025	19,540	$4.63M	0.1%	−8,246−29.7%	Reduced	Holders
Q2 2025	27,786	$7.58M	0.2%	+6,430+30.1%	Added	Holders
Q1 2025	21,356	$5.73M	0.1%	+5,457+34.3%	Added	Holders
Q4 2024	15,899	$5.32M	0.1%	+3,706+30.4%	Added	Holders
Q3 2024	12,193	$3.34M	0.1%	−1,576−11.4%	Reduced	Holders
Q2 2024	13,769	$3.54M	0.1%	+3,594+35.3%	Added	Holders
Q1 2024	10,175	$3.06M	0.1%	−896−8.1%	Reduced	Holders
Q4 2023	11,071	$2.91M	0.1%	−2,226−16.7%	Reduced	Holders
Q3 2023	13,297	$2.70M	0.1%	+1,553+13.2%	Added	Holders
Q2 2023	11,744	$2.48M	0.1%	−1,111−8.6%	Reduced	Holders
Q1 2023	12,855	$2.57M	0.1%	−67−0.5%	Reduced	Holders
Q4 2022	12,922	$1.71M	0.1%	+2,102+19.4%	Added	Holders
Q3 2022	10,820	$1.56M	0.1%	+1,042+10.7%	Added	Holders
Q2 2022	9,778	$1.61M	0.1%	+691+7.6%	Added	Holders
Q1 2022	9,087	$1.93M	0.1%	−1,940−17.6%	Reduced	Holders
Q4 2021	11,027	$2.80M	0.1%	−160−1.4%	Reduced	Holders
Q3 2021	11,187	$3.03M	0.1%	+346+3.2%	Added	Holders
Q2 2021	10,841	$2.65M	0.1%	+552+5.4%	Added	Holders
Q1 2021	10,289	$2.18M	0.1%	–	–	Holders

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