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Livermore
Livermore
ZHEN

Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Waldron Private Wealth 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)
3,332
Value
$523.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,332$523.3K<0.1%+184+5.8%AddedHolders
Q1 20263,148$587.6K<0.1%−194−5.8%ReducedHolders
Q4 20253,342$885.3K<0.1%−281−7.8%ReducedHolders
Q3 20253,623$860.2K<0.1%+242+7.2%AddedHolders
Q2 20253,381$923.4K<0.1%−65−1.9%ReducedHolders
Q1 20253,446$924.8K<0.1%−3,811−52.5%ReducedHolders
Q4 20247,257$2.43M0.1%−515−6.6%ReducedHolders
Q3 20247,772$2.13M0.1%+919+13.4%AddedHolders
Q2 20246,853$1.76M0.1%+34+0.5%AddedHolders
Q1 20246,819$2.06M0.1%−680−9.1%ReducedHolders
Q4 20237,499$1.97M0.1%−368−4.7%ReducedHolders
Q3 20237,867$1.60M0.1%−65−0.8%ReducedHolders
Q2 20237,932$1.68M0.1%−596−7.0%ReducedHolders
Q1 20238,528$1.70M0.1%−2,205−20.5%ReducedHolders
Q4 202210,733$1.54M0.1%00.0%UnchangedHolders
Q3 202210,733$1.54M0.1%+1,280+13.5%AddedHolders
Q2 20229,453$1.56M0.1%+777+9.0%AddedHolders
Q1 20228,676$1.84M0.1%+574+7.1%AddedHolders
Q4 20218,102$2.06M0.1%+3,592+79.6%AddedHolders
Q3 20214,510$1.22M0.1%+654+17.0%AddedHolders
Q2 20213,856$941.0K0.1%−111−2.8%ReducedHolders
Q1 20213,967$840.0K0.1%––Holders

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