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Westover Capital Advisors, LLC

SEC CIK
0001483467
Latest filing
Aug 4, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Westover Capital Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of CRM by Westover Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,509−100.0%Sold outHolders
Q4 20252,509$664.7K0.1%−60−2.3%ReducedHolders
Q3 20252,569$608.9K0.1%−24−0.9%ReducedHolders
Q2 20252,593$707.1K0.1%−1,799−41.0%ReducedHolders
Q1 20254,392$1.18M0.3%+2,173+97.9%AddedHolders
Q4 20242,219$741.9K0.2%−4−0.2%ReducedHolders
Q3 20242,223$608.5K0.1%−240−9.7%ReducedHolders
Q2 20242,463$633.2K0.2%+1,581+179.3%AddedHolders
Q1 2024882$265.6K0.1%+94+11.9%AddedHolders
Q4 2023788$207.4K0.1%+788NewHolders
Q2 20220$00.0%−9,614−100.0%Sold outHolders
Q1 20229,614$2.04M0.6%+1,887+24.4%AddedHolders
Q4 20217,727$1.96M0.6%+2,092+37.1%AddedHolders
Q3 20215,635$1.53M0.5%+2,036+56.6%AddedHolders
Q2 20213,599$879.0K0.3%−268−6.9%ReducedHolders
Q1 20213,867$819.0K0.3%––Holders

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