Scholtz & Company, LLC
- SEC CIK
- 0001606134
- Latest filing
- Aug 11, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Scholtz & Company, 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 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −12,948−100.0% | Sold out | Holders |
| Q4 2022 | 12,948 | $1.72M | 1.2% | −1,067−7.6% | Reduced | Holders |
| Q3 2022 | 14,015 | $2.21M | 1.6% | −12,536−47.2% | Reduced | Holders |
| Q2 2022 | 26,551 | $4.38M | 2.7% | −2,885−9.8% | Reduced | Holders |
| Q1 2022 | 29,436 | $6.25M | 2.5% | −5,297−15.3% | Reduced | Holders |
| Q4 2021 | 34,733 | $8.83M | 2.9% | +197+0.6% | Added | Holders |
| Q3 2021 | 34,536 | $9.37M | 3.3% | +491+1.4% | Added | Holders |
| Q2 2021 | 34,045 | $8.32M | 2.8% | +1,057+3.2% | Added | Holders |
| Q1 2021 | 32,988 | $6.99M | 2.7% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.