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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Wealthspire Advisors, 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)
38,180
Value
$5.98M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,180$5.98M<0.1%+2,379+6.6%AddedHolders
Q1 202635,801$6.68M0.1%−5,183−12.6%ReducedHolders
Q4 202540,984$10.9M0.1%+32,997+413.1%AddedHolders
Q3 20257,987$1.89M<0.1%−1,545−16.2%ReducedHolders
Q2 20259,532$2.60M<0.1%+1,208+14.5%AddedHolders
Q1 20258,324$2.23M<0.1%+426+5.4%AddedHolders
Q4 20247,898$2.64M<0.1%+332+4.4%AddedHolders
Q3 20247,566$2.07M<0.1%−152−2.0%ReducedHolders
Q2 20247,718$1.98M<0.1%+145+1.9%AddedHolders
Q1 20247,573$2.28M<0.1%+53+0.7%AddedHolders
Q4 20237,520$1.98M<0.1%+1,006+15.4%AddedHolders
Q3 20236,514$1.32M<0.1%−317−4.6%ReducedHolders
Q2 20236,831$1.44M<0.1%+481+7.6%AddedHolders
Q1 20236,350$1.27M<0.1%−1,774−21.8%ReducedHolders
Q4 20228,124$1.08M<0.1%+1,837+29.2%AddedHolders
Q3 20226,287$904.0K<0.1%+210+3.5%AddedHolders
Q2 20226,077$1.00M<0.1%−17−0.3%ReducedHolders
Q1 20226,094$1.29M<0.1%−3,658−37.5%ReducedHolders
Q4 20219,752$2.48M0.1%+403+4.3%AddedHolders
Q3 20219,349$2.54M0.1%+8,032+609.9%AddedHolders
Q2 20211,317$322.0K<0.1%−28,127−95.5%ReducedHolders
Q1 202129,444$6.24M0.1%––Holders

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