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Livermore
Livermore
ZHEN

Berkeley Capital Partners, LLC

SEC CIK
0001667694
Latest filing
Aug 6, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Berkeley Capital Partners, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q2 2021
Holdings of CRM by Berkeley Capital Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,535−100.0%Sold outHolders
Q4 20251,535$406.6K0.1%+104+7.3%AddedHolders
Q3 20251,431$339.1K0.1%−109−7.1%ReducedHolders
Q2 20251,540$419.9K0.1%−51−3.2%ReducedHolders
Q1 20251,591$427.0K0.1%+67+4.4%AddedHolders
Q4 20241,524$509.5K0.1%+214+16.3%AddedHolders
Q3 20241,310$358.6K0.1%00.0%UnchangedHolders
Q2 20241,310$336.8K0.1%−93−6.6%ReducedHolders
Q1 20241,403$422.6K0.1%+5+0.4%AddedHolders
Q4 20231,398$367.9K0.1%+11+0.8%AddedHolders
Q3 20231,387$281.3K0.1%+7+0.5%AddedHolders
Q2 20231,380$291.5K0.1%+36+2.7%AddedHolders
Q1 20231,344$268.5K0.1%+1,344NewHolders
Q2 20220$00.0%−1,353−100.0%Sold outHolders
Q1 20221,353$287.0K0.1%+167+14.1%AddedHolders
Q4 20211,186$301.0K0.1%+177+17.5%AddedHolders
Q3 20211,009$274.0K0.1%+57+6.0%AddedHolders
Q2 2021952$233.0K0.1%+952NewHolders