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Livermore
Livermore
ZHEN

Naples Global Advisors, LLC

SEC CIK
0001582151
Latest filing
Jul 23, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Naples Global Advisors, 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)
15,684
Value
$2.46M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CRM by Naples Global Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,684$2.46M0.2%−3,731−19.2%ReducedHolders
Q1 202619,415$3.62M0.3%−859−4.2%ReducedHolders
Q4 202520,274$5.38M0.4%+2,013+11.0%AddedHolders
Q3 202518,261$4.33M0.3%+3,760+25.9%AddedHolders
Q2 202514,501$3.96M0.3%+1,381+10.5%AddedHolders
Q1 202513,120$3.52M0.3%+1,607+14.0%AddedHolders
Q4 202411,513$3.85M0.4%+927+8.8%AddedHolders
Q3 202410,586$2.90M0.3%+3,555+50.6%AddedHolders
Q2 20247,031$1.81M0.2%+4,375+164.7%AddedHolders
Q1 20242,656$801.0K0.1%00.0%UnchangedHolders
Q4 20232,656$698.9K0.1%+99+3.9%AddedHolders
Q3 20232,557$518.5K0.1%+363+16.5%AddedHolders
Q2 20232,194$463.5K0.1%+321+17.1%AddedHolders
Q1 20231,873$374.2K<0.1%−36−1.9%ReducedHolders
Q4 20221,909$253.1K<0.1%+341+21.7%AddedHolders
Q3 20221,568$226.0K<0.1%+189+13.7%AddedHolders
Q2 20221,379$228.0K<0.1%+233+20.3%AddedHolders
Q1 20221,146$243.0K<0.1%−75−6.1%ReducedHolders
Q4 20211,221$310.0K<0.1%00.0%UnchangedHolders
Q3 20211,221$331.0K<0.1%+6+0.5%AddedHolders
Q2 20211,215$297.0K<0.1%−50−4.0%ReducedHolders
Q1 20211,265$268.0K<0.1%––Holders

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