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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by TRUE Private Wealth Advisors, 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)
5,717
Value
$895.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,717$895.6K0.1%−241−4.0%ReducedHolders
Q1 20265,958$1.11M0.1%−69−1.1%ReducedHolders
Q4 20256,027$1.60M0.2%+19+0.3%AddedHolders
Q3 20256,008$1.42M0.1%−22−0.4%ReducedHolders
Q2 20256,030$1.64M0.2%+7+0.1%AddedHolders
Q1 20256,023$1.62M0.2%+158+2.7%AddedHolders
Q4 20245,865$1.96M0.2%+10.0%AddedHolders
Q3 20245,864$1.61M0.2%−31−0.5%ReducedHolders
Q2 20245,895$1.52M0.2%+35+0.6%AddedHolders
Q1 20245,860$1.76M0.2%−45−0.8%ReducedHolders
Q4 20235,905$1.55M0.2%−489−7.6%ReducedHolders
Q3 20236,394$1.30M0.2%+122+1.9%AddedHolders
Q2 20236,272$1.33M0.2%−103−1.6%ReducedHolders
Q1 20236,375$1.27M0.2%+19+0.3%AddedHolders
Q4 20226,356$842.7K0.1%−198−3.0%ReducedHolders
Q3 20226,554$942.0K0.1%−84−1.3%ReducedHolders
Q2 20226,638$1.09M0.2%−346−5.0%ReducedHolders
Q1 20226,984$1.29M0.2%−933−11.8%ReducedHolders
Q4 20217,917$2.01M0.3%+222+2.9%AddedHolders
Q3 20217,695$2.09M0.3%+5+0.1%AddedHolders
Q2 20217,690$1.88M0.3%+93+1.2%AddedHolders
Q1 20217,597$1.61M0.3%––Holders

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