Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Smith, Salley & Associates, 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)
- 16,453
- Value
- $2.58M
- % of portfolio
- 0.1%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,453 | $2.58M | 0.1% | +452+2.8% | Added | Holders |
| Q1 2026 | 16,001 | $2.99M | 0.2% | +1,566+10.8% | Added | Holders |
| Q4 2025 | 14,435 | $3.82M | 0.2% | +894+6.6% | Added | Holders |
| Q3 2025 | 13,541 | $3.21M | 0.2% | +3,965+41.4% | Added | Holders |
| Q2 2025 | 9,576 | $2.61M | 0.2% | +1,110+13.1% | Added | Holders |
| Q1 2025 | 8,466 | $2.27M | 0.1% | +3,024+55.6% | Added | Holders |
| Q4 2024 | 5,442 | $1.82M | 0.1% | +418+8.3% | Added | Holders |
| Q3 2024 | 5,024 | $1.38M | 0.1% | +395+8.5% | Added | Holders |
| Q2 2024 | 4,629 | $1.19M | 0.1% | −657−12.4% | Reduced | Holders |
| Q1 2024 | 5,286 | $1.59M | 0.1% | +291+5.8% | Added | Holders |
| Q4 2023 | 4,995 | $1.31M | 0.1% | +185+3.8% | Added | Holders |
| Q3 2023 | 4,810 | $975.4K | 0.1% | +220+4.8% | Added | Holders |
| Q2 2023 | 4,590 | $969.7K | 0.1% | −80−1.7% | Reduced | Holders |
| Q1 2023 | 4,670 | $933.0K | 0.1% | +1,442+44.7% | Added | Holders |
| Q4 2022 | 3,228 | $428.0K | <0.1% | −108−3.2% | Reduced | Holders |
| Q3 2022 | 3,336 | $480.0K | <0.1% | +127+4.0% | Added | Holders |
| Q2 2022 | 3,209 | $530.0K | <0.1% | −959−23.0% | Reduced | Holders |
| Q1 2022 | 4,168 | $885.0K | 0.1% | +8+0.2% | Added | Holders |
| Q4 2021 | 4,160 | $1.06M | 0.1% | −162−3.7% | Reduced | Holders |
| Q3 2021 | 4,322 | $1.17M | 0.1% | +547+14.5% | Added | Holders |
| Q2 2021 | 3,775 | $922.0K | 0.1% | +1,586+72.5% | Added | Holders |
| Q1 2021 | 2,189 | $464.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.