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Bristlecone Advisors, LLC

SEC CIK
0001671716
Latest filing
Oct 24, 2025

CRM holding history

Salesforce, Inc. in every 13F filed by Bristlecone 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 Q3 2025 holdings

Shares (Q3 2025)
3,194
Value
$757.0K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of CRM by Bristlecone Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,194$757.0K0.1%−1,987−38.4%ReducedHolders
Q2 20255,181$1.41M0.1%−5,561−51.8%ReducedHolders
Q1 202510,742$2.88M0.2%+3,566+49.7%AddedHolders
Q4 20247,176$2.40M0.2%−156−2.1%ReducedHolders
Q3 20247,332$2.01M0.2%+60+0.8%AddedHolders
Q2 20247,272$1.87M0.2%−86−1.2%ReducedHolders
Q1 20247,358$2.22M0.2%+289+4.1%AddedHolders
Q4 20237,069$1.86M0.2%−92−1.3%ReducedHolders
Q3 20237,161$1.45M0.2%−73−1.0%ReducedHolders
Q2 20237,234$1.53M0.2%+95+1.3%AddedHolders
Q1 20237,139$1.43M0.2%+203+2.9%AddedHolders
Q4 20226,936$919.6K0.1%+449+6.9%AddedHolders
Q3 20226,487$933.0K0.1%+315+5.1%AddedHolders
Q2 20226,172$1.02M0.1%+2,668+76.1%AddedHolders
Q1 20223,504$744.0K0.1%+549+18.6%AddedHolders
Q4 20212,955$751.0K0.1%+646+28.0%AddedHolders
Q3 20212,309$626.0K0.1%+214+10.2%AddedHolders
Q2 20212,095$512.0K0.1%+12+0.6%AddedHolders
Q1 20212,083$441.0K0.1%––Holders

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