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Livermore
Livermore
ZHEN

Simon Quick Advisors, LLC

SEC CIK
0001692038
Latest filing
Jul 28, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Simon Quick 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 Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of CRM by Simon Quick Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,392−100.0%Sold outHolders
Q4 20251,392$368.9K<0.1%+292+26.5%AddedHolders
Q3 20251,100$260.7K<0.1%+1,100NewHolders
Q2 20250$00.0%−4,941−100.0%Sold outHolders
Q1 20254,941$1.33M0.1%+715+16.9%AddedHolders
Q4 20244,226$1.41M0.1%+903+27.2%AddedHolders
Q3 20243,323$909.7K0.1%+221+7.1%AddedHolders
Q2 20243,102$797.6K0.1%−1,148−27.0%ReducedHolders
Q1 20244,250$1.28M0.1%+1,242+41.3%AddedHolders
Q4 20233,008$791.5K0.1%+123+4.3%AddedHolders
Q3 20232,885$585.0K0.1%+265+10.1%AddedHolders
Q2 20232,620$553.5K0.1%+137+5.5%AddedHolders
Q1 20232,483$496.1K0.1%−60−2.4%ReducedHolders
Q4 20222,543$337.2K<0.1%+807+46.5%AddedHolders
Q3 20221,736$250.0K<0.1%+456+35.6%AddedHolders
Q2 20221,280$243.0K<0.1%+588+85.0%AddedHolders
Q1 2022692$147.0K<0.1%−352−33.7%ReducedHolders
Q4 20211,044$265.0K0.1%−563−35.0%ReducedHolders
Q3 20211,607$435.0K0.1%+62+4.0%AddedHolders
Q2 20211,545$377.0K0.1%+211+15.8%AddedHolders
Q1 20211,334$282.0K0.1%––Holders

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