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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by RSM US 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)
24,083
Value
$3.78M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CRM by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,083$3.78M<0.1%−1,994−7.6%ReducedHolders
Q1 202626,077$4.87M0.1%−1,656−6.0%ReducedHolders
Q4 202527,733$7.37M0.1%−15,125−35.3%ReducedHolders
Q3 202542,858$10.2M0.1%−2,529−5.6%ReducedHolders
Q2 202545,387$12.4M0.2%−2,126−4.5%ReducedHolders
Q1 202547,513$12.8M0.2%+1,177+2.5%AddedHolders
Q4 202446,336$15.5M0.2%−1,595−3.3%ReducedHolders
Q3 202447,931$13.0M0.2%+1,962+4.3%AddedHolders
Q2 202445,969$11.8M0.2%+21,847+90.6%AddedHolders
Q1 202424,122$7.27M0.2%+293+1.2%AddedHolders
Q4 202323,829$6.27M0.2%+17,947+305.1%AddedHolders
Q3 20235,882$1.19M<0.1%+175+3.1%AddedHolders
Q2 20235,707$1.21M<0.1%−316−5.2%ReducedHolders
Q1 20236,023$1.20M<0.1%+6,023NewHolders
Q4 20220$00.0%−1,511−100.0%Sold outHolders
Q3 20221,511$217.0K<0.1%+1,511NewHolders
Q2 20220$00.0%−1,286−100.0%Sold outHolders
Q1 20221,286$273.0K<0.1%−987−43.4%ReducedHolders
Q4 20212,273$578.0K<0.1%+841+58.7%AddedHolders
Q3 20211,432$388.0K<0.1%−176−10.9%ReducedHolders
Q2 20211,608$393.0K<0.1%+466+40.8%AddedHolders
Q1 20211,142$242.0K<0.1%––Holders

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