Joel Isaacson & Co., LLC
- SEC CIK
- 0001599330
- Latest filing
- Aug 4, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Joel Isaacson & Co., 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)
- 5,290
- Value
- $828.7K
- % of portfolio
- <0.1%
- Quarters held
- 18
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,290 | $828.7K | <0.1% | −236−4.3% | Reduced | Holders |
| Q1 2026 | 5,526 | $1.03M | <0.1% | +423+8.3% | Added | Holders |
| Q4 2025 | 5,103 | $1.35M | <0.1% | −266−5.0% | Reduced | Holders |
| Q3 2025 | 5,369 | $1.27M | <0.1% | +2,358+78.3% | Added | Holders |
| Q2 2025 | 3,011 | $821.1K | <0.1% | +123+4.3% | Added | Holders |
| Q1 2025 | 2,888 | $774.9K | <0.1% | +454+18.7% | Added | Holders |
| Q4 2024 | 2,434 | $813.8K | <0.1% | +85+3.6% | Added | Holders |
| Q3 2024 | 2,349 | $643.0K | <0.1% | +346+17.3% | Added | Holders |
| Q2 2024 | 2,003 | $515.0K | <0.1% | +56+2.9% | Added | Holders |
| Q1 2024 | 1,947 | $586.4K | <0.1% | +536+38.0% | Added | Holders |
| Q4 2023 | 1,411 | $371.3K | <0.1% | +8+0.6% | Added | Holders |
| Q3 2023 | 1,403 | $284.5K | <0.1% | −20−1.4% | Reduced | Holders |
| Q2 2023 | 1,423 | $300.6K | <0.1% | +32+2.3% | Added | Holders |
| Q1 2023 | 1,391 | $277.9K | <0.1% | +1,391 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −1,323−100.0% | Sold out | Holders |
| Q4 2021 | 1,323 | $336.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 1,323 | $359.0K | <0.1% | +158+13.6% | Added | Holders |
| Q2 2021 | 1,165 | $285.0K | <0.1% | −100−7.9% | Reduced | Holders |
| Q1 2021 | 1,265 | $268.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.