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Betterment LLC

SEC CIK
0001633901
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Betterment 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)
2,238
Value
$351.0K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of CRM by Betterment LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,238$351.0K<0.1%+759+51.3%AddedHolders
Q1 20261,479$276.0K<0.1%+1,479NewHolders