Parallel Advisors, LLC

SEC CIK: 0001690010
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Parallel Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 50,944
Value: $7.98M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Parallel Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,944	$7.98M	0.1%	−9,203−15.3%	Reduced	Holders
Q1 2026	60,147	$11.2M	0.2%	−5,316−8.1%	Reduced	Holders
Q4 2025	65,463	$17.4M	0.3%	−1,812−2.7%	Reduced	Holders
Q3 2025	67,275	$15.9M	0.3%	−519−0.8%	Reduced	Holders
Q2 2025	67,794	$18.5M	0.4%	+511+0.8%	Added	Holders
Q1 2025	67,283	$18.1M	0.4%	+349+0.5%	Added	Holders
Q4 2024	66,934	$22.4M	0.5%	+237+0.4%	Added	Holders
Q3 2024	66,697	$18.3M	0.4%	+568+0.9%	Added	Holders
Q2 2024	66,129	$17.0M	0.4%	+300+0.5%	Added	Holders
Q1 2024	65,829	$19.8M	0.5%	−308−0.5%	Reduced	Holders
Q4 2023	66,137	$17.4M	0.5%	−905−1.3%	Reduced	Holders
Q3 2023	67,042	$13.6M	0.5%	+1,791+2.7%	Added	Holders
Q2 2023	65,251	$13.8M	0.4%	+4,702+7.8%	Added	Holders
Q1 2023	60,549	$12.1M	0.4%	+26,316+76.9%	Added	Holders
Q4 2022	34,233	$4.54M	0.2%	−4,328−11.2%	Reduced	Holders
Q3 2022	38,561	$5.55M	0.3%	−452−1.2%	Reduced	Holders
Q2 2022	39,013	$6.44M	0.3%	−487−1.2%	Reduced	Holders
Q1 2022	39,500	$8.49M	0.3%	−3,152−7.4%	Reduced	Holders
Q4 2021	42,652	$10.8M	0.4%	+3,550+9.1%	Added	Holders
Q3 2021	39,102	$10.6M	0.4%	+4,794+14.0%	Added	Holders
Q2 2021	34,308	$8.38M	0.4%	+2,915+9.3%	Added	Holders
Q1 2021	31,393	$6.65M	0.3%	–	–	Holders

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