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Guardian Capital Advisors LP

SEC CIK
0001512652
Latest filing
Nov 12, 2024

CRM holding history

Salesforce, Inc. in every 13F filed by Guardian Capital Advisors LP, 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 Q3 2024 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of CRM by Guardian Capital Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,230−100.0%Sold outHolders
Q2 20241,230$310.7K<0.1%−1,800−59.4%ReducedHolders
Q1 20243,030$837.3K0.1%−612−16.8%ReducedHolders
Q4 20233,642$950.1K0.1%+3,642NewHolders
Q3 20220$00.0%−5,492−100.0%Sold outHolders
Q2 20225,492$884.0K0.1%−5,641−50.7%ReducedHolders
Q1 202211,133$2.17M0.2%+1,831+19.7%AddedHolders
Q4 20219,302$2.21M0.2%+50+0.5%AddedHolders
Q3 20219,252$2.51M0.3%+490+5.6%AddedHolders
Q2 20218,762$2.17M0.2%+670+8.3%AddedHolders
Q1 20218,092$1.84M0.2%––Holders

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