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Livermore
Livermore
ZHEN

Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Cerity Partners 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)
380,070
Value
$59.5M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Cerity Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026380,070$59.5M0.1%−221,055−36.8%ReducedHolders
Q1 2026601,125$112.2M0.2%+67,187+12.6%AddedHolders
Q4 2025533,938$141.4M0.2%−109,101−17.0%ReducedHolders
Q3 2025643,039$152.4M0.2%−10,976−1.7%ReducedHolders
Q2 2025654,015$178.4M0.3%+44,736+7.3%AddedHolders
Q1 2025609,279$163.4M0.3%+76,128+14.3%AddedHolders
Q4 2024533,151$174.9M0.4%−20,475−3.7%ReducedHolders
Q3 2024553,626$151.5M0.3%+93,802+20.4%AddedHolders
Q2 2024459,824$118.2M0.3%+99,395+27.6%AddedHolders
Q1 2024360,429$108.6M0.3%−3,123,241−89.7%ReducedHolders
Q4 20233,483,670$84.6M0.3%+3,226,512+1,254.7%AddedHolders
Q3 2023257,158$52.1M0.3%−43,870−14.6%ReducedHolders
Q2 2023301,028$63.6M0.2%+22,526+8.1%AddedHolders
Q1 2023278,502$70.3M0.3%+1,428+0.5%AddedHolders
Q4 2022277,074$36.7M0.2%+197,255+247.1%AddedHolders
Q3 202279,819$11.5M0.1%−1,064−1.3%ReducedHolders
Q2 202280,883$13.3M0.2%−2,141−2.6%ReducedHolders
Q1 202283,024$17.2M0.3%+6,128+8.0%AddedHolders
Q4 202176,896$19.5M0.3%+5,068+7.1%AddedHolders
Q3 202171,828$19.5M0.4%+1,739+2.5%AddedHolders
Q2 202170,089$17.1M0.4%−1,117−1.6%ReducedHolders
Q1 202171,206$15.1M0.4%––Holders

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