Skip to main content
Livermore
Livermore
ZHEN

Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Venturi Wealth Management, 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)
10,842
Value
$1.70M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,842$1.70M0.1%+1,009+10.3%AddedHolders
Q1 20269,833$1.84M0.1%+1,149+13.2%AddedHolders
Q4 20258,684$2.30M0.1%+501+6.1%AddedHolders
Q3 20258,183$1.94M0.1%−1,560−16.0%ReducedHolders
Q2 20259,743$2.66M0.1%−518−5.0%ReducedHolders
Q1 202510,261$2.75M0.1%+342+3.4%AddedHolders
Q4 20249,919$3.32M0.2%+1,654+20.0%AddedHolders
Q3 20248,265$2.26M0.1%+1,182+16.7%AddedHolders
Q2 20247,083$2.26M0.1%+1,440+25.5%AddedHolders
Q1 20245,643$1.70M0.1%+142+2.6%AddedHolders
Q4 20235,501$1.45M0.1%+456+9.0%AddedHolders
Q3 20235,045$1.02M0.1%+35+0.7%AddedHolders
Q2 20235,010$1.06M0.1%+1,981+65.4%AddedHolders
Q1 20233,029$605.1K<0.1%+208+7.4%AddedHolders
Q4 20222,821$374.0K<0.1%−93−3.2%ReducedHolders
Q3 20222,914$419.0K<0.1%+1,242+74.3%AddedHolders
Q2 20221,672$276.0K<0.1%−485−22.5%ReducedHolders
Q1 20222,157$458.0K<0.1%+268+14.2%AddedHolders
Q4 20211,889$480.0K<0.1%−21−1.1%ReducedHolders
Q3 20211,910$518.0K<0.1%−537−21.9%ReducedHolders
Q2 20212,447$598.0K0.1%−944−27.8%ReducedHolders
Q1 20213,391$718.0K0.1%––Holders

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