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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Gradient Investments 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
20
Since Q1 2021
Holdings of CRM by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−966−100.0%Sold outHolders
Q4 2025966$255.9K<0.1%−133−12.1%ReducedHolders
Q3 20251,099$260.5K<0.1%−43,725−97.5%ReducedHolders
Q2 202544,824$12.2M0.2%+541+1.2%AddedHolders
Q1 202544,283$11.9M0.2%+1,466+3.4%AddedHolders
Q4 202442,817$14.3M0.3%−9,357−17.9%ReducedHolders
Q3 202452,174$14.3M0.3%+49,533+1,875.5%AddedHolders
Q2 20242,641$679.0K<0.1%−42,314−94.1%ReducedHolders
Q1 202444,955$13.5M0.3%+42,714+1,906.0%AddedHolders
Q4 20232,241$589.7K<0.1%−303−11.9%ReducedHolders
Q3 20232,544$515.9K<0.1%+98+4.0%AddedHolders
Q2 20232,446$516.7K<0.1%+840+52.3%AddedHolders
Q1 20231,606$320.8K<0.1%−1,239−43.6%ReducedHolders
Q4 20222,845$377.2K<0.1%−54,639−95.1%ReducedHolders
Q3 202257,484$8.27M0.3%+54,572+1,874.0%AddedHolders
Q2 20222,912$481.0K<0.1%+91+3.2%AddedHolders
Q1 20222,821$599.0K<0.1%+962+51.7%AddedHolders
Q4 20211,859$472.0K<0.1%−758−29.0%ReducedHolders
Q3 20212,617$710.0K<0.1%+10+0.4%AddedHolders
Q2 20212,607$637.0K<0.1%−15−0.6%ReducedHolders
Q1 20212,622$555.0K<0.1%––Holders

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