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Livermore
Livermore
ZHEN

Probity Advisors, Inc.

SEC CIK
0001676603
Latest filing
Jul 31, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Probity Advisors, Inc., 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)
4,331
Value
$678.5K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by Probity Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,331$678.5K0.1%+113+2.7%AddedHolders
Q1 20264,218$787.4K0.1%+87+2.1%AddedHolders
Q4 20254,131$1.09M0.2%+241+6.2%AddedHolders
Q3 20253,890$921.9K0.1%+322+9.0%AddedHolders
Q2 20253,568$973.0K0.2%+224+6.7%AddedHolders
Q1 20253,344$897.4K0.2%+95+2.9%AddedHolders
Q4 20243,249$1.09M0.2%+86+2.7%AddedHolders
Q3 20243,163$865.7K0.2%+184+6.2%AddedHolders
Q2 20242,979$765.9K0.2%+175+6.2%AddedHolders
Q1 20242,804$844.5K0.2%−99−3.4%ReducedHolders
Q4 20232,903$763.9K0.2%−112−3.7%ReducedHolders
Q3 20233,015$611.4K0.1%−82−2.6%ReducedHolders
Q2 20233,097$654.3K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223,118$413.4K0.1%+82+2.7%AddedHolders
Q3 20223,036$437.0K0.1%+20+0.7%AddedHolders
Q2 20223,016$498.0K0.1%+140+4.9%AddedHolders
Q1 20222,876$611.0K0.1%+417+17.0%AddedHolders
Q4 20212,459$625.0K0.1%+201+8.9%AddedHolders
Q3 20212,258$612.0K0.1%+181+8.7%AddedHolders
Q2 20212,077$507.0K0.1%+567+37.5%AddedHolders
Q1 20211,510$320.0K0.1%––Holders

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