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Livermore
Livermore
ZHEN

Aptus Capital Advisors, LLC

SEC CIK
0001664193
Latest filing
Aug 12, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Aptus Capital 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)
43,060
Value
$6.75M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Aptus Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,060$6.75M<0.1%−5,874−12.0%ReducedHolders
Q1 202648,934$9.13M0.1%−9,361−16.1%ReducedHolders
Q4 202558,295$15.4M0.1%+13,065+28.9%AddedHolders
Q3 202545,230$10.7M0.1%+29,423+186.1%AddedHolders
Q2 202515,807$4.31M<0.1%−33,014−67.6%ReducedHolders
Q1 202548,821$13.1M0.1%+35,529+267.3%AddedHolders
Q4 202413,292$4.45M0.1%+4,375+49.1%AddedHolders
Q3 20248,917$2.44M<0.1%+1,724+24.0%AddedHolders
Q2 20247,193$1.85M<0.1%+538+8.1%AddedHolders
Q1 20246,655$2.00M<0.1%+1,385+26.3%AddedHolders
Q4 20235,270$1.39M<0.1%−247−4.5%ReducedHolders
Q3 20235,517$1.12M<0.1%+3,370+157.0%AddedHolders
Q2 20232,147$453.6K<0.1%+421+24.4%AddedHolders
Q1 20231,726$344.8K<0.1%−8,920−83.8%ReducedHolders
Q4 202210,646$1.41M<0.1%−23,003−68.4%ReducedHolders
Q3 202233,649$4.84M0.2%−15,025−30.9%ReducedHolders
Q2 202248,674$8.03M0.3%+2,569+5.6%AddedHolders
Q1 202246,105$9.79M0.3%+6,838+17.4%AddedHolders
Q4 202139,267$9.98M0.3%+5,157+15.1%AddedHolders
Q3 202134,110$9.25M0.4%+25,642+302.8%AddedHolders
Q2 20218,468$2.07M0.1%+612+7.8%AddedHolders
Q1 20217,856$1.67M0.1%––Holders

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