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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Sowell Financial Services 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)
7,989
Value
$1.25M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of CRM by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,989$1.25M<0.1%−980−10.9%ReducedHolders
Q1 20268,969$1.67M0.1%−253−2.7%ReducedHolders
Q4 20259,222$2.44M0.1%+1,037+12.7%AddedHolders
Q3 20258,185$1.94M0.1%−1,400−14.6%ReducedHolders
Q2 20259,585$2.61M0.1%+240+2.6%AddedHolders
Q1 20259,345$2.51M0.1%+9,345NewHolders
Q4 20240$00.0%−15,442−100.0%Sold outHolders
Q3 202415,442$4.23M0.2%−7,366−32.3%ReducedHolders
Q2 202422,808$5.86M0.3%+1,780+8.5%AddedHolders
Q1 202421,028$6.34M0.3%+1,632+8.4%AddedHolders
Q4 202319,396$5.10M0.3%+2,537+15.0%AddedHolders
Q3 202316,859$3.42M0.2%−136−0.8%ReducedHolders
Q2 202316,995$3.59M0.2%+5,189+44.0%AddedHolders
Q1 202311,806$2.36M0.2%−5,285−30.9%ReducedHolders
Q4 202217,091$2.27M0.1%+3,702+27.6%AddedHolders
Q3 202213,389$1.93M0.2%+474+3.7%AddedHolders
Q2 202212,915$2.13M0.2%+12,915NewHolders
Q1 20220$00.0%−13,710−100.0%Sold outHolders
Q4 202113,710$3.48M0.2%+13,710NewHolders
Q2 20210$00.0%−16,068−100.0%Sold outHolders
Q1 202116,068$3.50M0.1%––Holders

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