Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 36,566
Value: $5.73M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	36,566	$5.73M	0.1%	−1,238−3.3%	Reduced	Holders
Q1 2026	37,804	$7.06M	0.1%	−9,490−20.1%	Reduced	Holders
Q4 2025	47,294	$12.5M	0.2%	−866−1.8%	Reduced	Holders
Q3 2025	48,160	$11.4M	0.2%	+3,106+6.9%	Added	Holders
Q2 2025	45,054	$12.3M	0.3%	−2,669−5.6%	Reduced	Holders
Q1 2025	47,723	$12.8M	0.3%	+186+0.4%	Added	Holders
Q4 2024	47,537	$15.2M	0.4%	+123+0.3%	Added	Holders
Q3 2024	47,414	$13.0M	0.3%	−551−1.1%	Reduced	Holders
Q2 2024	47,965	$12.3M	0.4%	−2,683−5.3%	Reduced	Holders
Q1 2024	50,648	$15.3M	0.5%	−108−0.2%	Reduced	Holders
Q4 2023	50,756	$13.4M	0.4%	−12,677−20.0%	Reduced	Holders
Q3 2023	63,433	$12.9M	0.5%	−4,936−7.2%	Reduced	Holders
Q2 2023	68,369	$14.4M	0.6%	+190.0%	Added	Holders
Q1 2023	68,350	$13.7M	0.8%	−19,517−22.2%	Reduced	Holders
Q4 2022	87,867	$11.7M	0.7%	−4,120−4.5%	Reduced	Holders
Q3 2022	91,987	$13.2M	1.1%	−634−0.7%	Reduced	Holders
Q2 2022	92,621	$15.3M	1.3%	+69+0.1%	Added	Holders
Q1 2022	92,552	$19.7M	1.4%	+55,578+150.3%	Added	Holders
Q4 2021	36,974	$9.40M	0.7%	−883−2.3%	Reduced	Holders
Q3 2021	37,857	$10.3M	0.9%	+955+2.6%	Added	Holders
Q2 2021	36,902	$9.01M	0.8%	−6,898−15.7%	Reduced	Holders
Q1 2021	43,800	$9.28M	0.9%	–	–	Holders

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