Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Boston 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 overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 4,295
Value: $672.9K
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of CRM by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,295	$672.9K	<0.1%	−60−1.4%	Reduced	Holders
Q1 2026	4,355	$813.0K	0.1%	−1,108−20.3%	Reduced	Holders
Q4 2025	5,463	$1.45M	0.1%	−1,000−15.5%	Reduced	Holders
Q3 2025	6,463	$1.53M	0.1%	−2,502−27.9%	Reduced	Holders
Q2 2025	8,965	$2.44M	0.1%	−8,107−47.5%	Reduced	Holders
Q1 2025	17,072	$4.58M	0.2%	+803+4.9%	Added	Holders
Q4 2024	16,269	$5.44M	0.1%	+16,269	New	Holders
Q3 2024	0	$0	0.0%	−16,834−100.0%	Sold out	Holders
Q2 2024	16,834	$4.33M	0.1%	−3,681−17.9%	Reduced	Holders
Q1 2024	20,515	$6.18M	0.1%	−1,354−6.2%	Reduced	Holders
Q4 2023	21,869	$5.75M	0.1%	+2,372+12.2%	Added	Holders
Q3 2023	19,497	$3.95M	0.1%	−1,528−7.3%	Reduced	Holders
Q2 2023	21,025	$4.44M	0.1%	−25,304−54.6%	Reduced	Holders
Q1 2023	46,329	$9.26M	0.1%	+541+1.2%	Added	Holders
Q4 2022	45,788	$6.07M	0.1%	−10,357−18.4%	Reduced	Holders
Q3 2022	56,145	$8.08M	0.1%	−2,280−3.9%	Reduced	Holders
Q2 2022	58,425	$9.64M	0.1%	−34,101−36.9%	Reduced	Holders
Q1 2022	92,526	$19.6M	0.3%	−9,214−9.1%	Reduced	Holders
Q4 2021	101,740	$25.9M	0.4%	+4,764+4.9%	Added	Holders
Q3 2021	96,976	$26.3M	0.3%	+1,136+1.2%	Added	Holders
Q2 2021	95,840	$23.4M	0.3%	+2,369+2.5%	Added	Holders
Q1 2021	93,471	$19.8M	0.3%	–	–	Holders

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