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Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Mather Group, 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)
4,428
Value
$693.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by Mather Group, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,428$693.7K<0.1%−155−3.4%ReducedHolders
Q1 20264,583$855.5K<0.1%−7,508−62.1%ReducedHolders
Q4 202512,091$3.20M<0.1%+1,453+13.7%AddedHolders
Q3 202510,638$2.52M<0.1%+726+7.3%AddedHolders
Q2 20259,912$2.70M<0.1%−323−3.2%ReducedHolders
Q1 202510,235$2.75M<0.1%+6,809+198.7%AddedHolders
Q4 20243,426$1.15M<0.1%+357+11.6%AddedHolders
Q3 20243,069$840.0K<0.1%−669−17.9%ReducedHolders
Q2 20243,738$1.13M<0.1%+1,958+110.0%AddedHolders
Q1 20241,780$468.5K<0.1%−22−1.2%ReducedHolders
Q4 20231,802$474.3K<0.1%−45−2.4%ReducedHolders
Q3 20231,847$374.5K<0.1%+636+52.5%AddedHolders
Q2 20231,211$255.9K<0.1%−229−15.9%ReducedHolders
Q1 20231,440$287.7K<0.1%+1,440NewHolders
Q4 20220$00.0%−2,995−100.0%Sold outHolders
Q3 20222,995$431.0K<0.1%−360−10.7%ReducedHolders
Q2 20223,355$554.0K<0.1%−1,448−30.1%ReducedHolders
Q1 20224,803$1.02M<0.1%+1,806+60.3%AddedHolders
Q4 20212,997$762.0K<0.1%+295+10.9%AddedHolders
Q3 20212,702$733.0K<0.1%−101−3.6%ReducedHolders
Q2 20212,803$685.0K<0.1%+36+1.3%AddedHolders
Q1 20212,767$586.0K<0.1%––Holders

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