Stratos Wealth Partners, LTD.

SEC CIK: 0001612865
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Stratos Wealth Partners, LTD., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 30,598
Value: $4.79M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Stratos Wealth Partners, LTD., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,598	$4.79M	<0.1%	+2,686+9.6%	Added	Holders
Q1 2026	27,912	$5.21M	0.1%	−4,737−14.5%	Reduced	Holders
Q4 2025	32,649	$8.65M	0.1%	−1,211−3.6%	Reduced	Holders
Q3 2025	33,860	$8.02M	0.1%	+1,489+4.6%	Added	Holders
Q2 2025	32,371	$8.83M	0.1%	+84+0.3%	Added	Holders
Q1 2025	32,287	$8.66M	0.1%	−4,933−13.3%	Reduced	Holders
Q4 2024	37,220	$12.4M	0.2%	+957+2.6%	Added	Holders
Q3 2024	36,263	$9.93M	0.1%	−3,356−8.5%	Reduced	Holders
Q2 2024	39,619	$10.2M	0.2%	−2,232−5.3%	Reduced	Holders
Q1 2024	41,851	$12.6M	0.2%	+1,692+4.2%	Added	Holders
Q4 2023	40,159	$10.6M	0.2%	+4,199+11.7%	Added	Holders
Q3 2023	35,960	$7.29M	0.2%	+4,313+13.6%	Added	Holders
Q2 2023	31,647	$6.69M	0.2%	+4,361+16.0%	Added	Holders
Q1 2023	27,286	$5.45M	0.1%	−1,410−4.9%	Reduced	Holders
Q4 2022	28,696	$3.80M	0.1%	−684−2.3%	Reduced	Holders
Q3 2022	29,380	$4.23M	0.1%	−1,182−3.9%	Reduced	Holders
Q2 2022	30,562	$5.04M	0.1%	−844−2.7%	Reduced	Holders
Q1 2022	31,406	$6.67M	0.1%	−743−2.3%	Reduced	Holders
Q4 2021	32,149	$8.17M	0.2%	+833+2.7%	Added	Holders
Q3 2021	31,316	$8.49M	0.2%	+79+0.3%	Added	Holders
Q2 2021	31,237	$7.63M	0.2%	−3,242−9.4%	Reduced	Holders
Q1 2021	34,479	$7.30M	0.2%	–	–	Holders

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