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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Segment 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 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 Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−9,994−100.0%Sold outHolders
Q4 20259,994$2.65M0.2%−340−3.3%ReducedHolders
Q3 202510,334$2.45M0.1%−239−2.3%ReducedHolders
Q2 202510,573$2.88M0.2%+394+3.9%AddedHolders
Q1 202510,179$2.73M0.2%+641+6.7%AddedHolders
Q4 20249,538$3.19M0.2%00.0%UnchangedHolders
Q3 20249,538$2.61M0.2%+596+6.7%AddedHolders
Q2 20248,942$2.30M0.2%+361+4.2%AddedHolders
Q1 20248,581$2.58M0.2%+961+12.6%AddedHolders
Q4 20237,620$2.01M0.2%+1,205+18.8%AddedHolders
Q3 20236,415$1.30M0.1%+681+11.9%AddedHolders
Q2 20235,734$1.21M0.1%+37+0.6%AddedHolders
Q1 20235,697$1.14M0.1%+28+0.5%AddedHolders
Q4 20225,669$751.7K0.1%−1,584−21.8%ReducedHolders
Q3 20227,253$1.04M0.1%−24−0.3%ReducedHolders
Q2 20227,277$1.20M0.2%−2,873−28.3%ReducedHolders
Q1 202210,150$2.15M0.2%+984+10.7%AddedHolders
Q4 20219,166$2.33M0.2%+581+6.8%AddedHolders
Q3 20218,585$2.33M0.3%−32−0.4%ReducedHolders
Q2 20218,617$2.10M0.2%−238−2.7%ReducedHolders
Q1 20218,855$1.88M0.2%––Holders

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