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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Creative Planning, 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)
336,625
Value
$52.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026336,625$52.7M<0.1%−47,961−12.5%ReducedHolders
Q1 2026384,586$71.8M<0.1%+57,523+17.6%AddedHolders
Q4 2025327,063$86.6M0.1%+18,272+5.9%AddedHolders
Q3 2025308,791$73.2M0.1%+39,888+14.8%AddedHolders
Q2 2025268,903$73.3M0.1%−4,818−1.8%ReducedHolders
Q1 2025273,721$73.5M0.1%+27,956+11.4%AddedHolders
Q4 2024245,765$82.2M0.1%+12,022+5.1%AddedHolders
Q3 2024233,743$64.0M0.1%+17,350+8.0%AddedHolders
Q2 2024216,393$55.6M0.1%+2,539+1.2%AddedHolders
Q1 2024213,854$64.4M0.1%+12,285+6.1%AddedHolders
Q4 2023201,569$53.0M0.1%−57,969−22.3%ReducedHolders
Q3 2023259,538$52.6M0.1%+57,037+28.2%AddedHolders
Q2 2023202,501$42.8M0.1%−4,671−2.3%ReducedHolders
Q1 2023207,172$41.4M0.1%+3,034+1.5%AddedHolders
Q4 2022204,138$27.1M<0.1%+18,062+9.7%AddedHolders
Q3 2022186,076$26.8M<0.1%−33,073−15.1%ReducedHolders
Q2 2022219,149$36.2M0.1%+18,294+9.1%AddedHolders
Q1 2022200,855$42.6M0.1%+90,630+82.2%AddedHolders
Q4 2021110,225$28.0M<0.1%+2,634+2.4%AddedHolders
Q3 2021107,591$29.2M0.1%−2,377−2.2%ReducedHolders
Q2 2021109,968$26.9M<0.1%−22,871−17.2%ReducedHolders
Q1 2021132,839$28.1M0.1%––Holders

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