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Livermore
Livermore
ZHEN

PFG Advisors

SEC CIK
0001694435
Latest filing
Jul 16, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by PFG Advisors, 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)
4,745
Value
$743.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CRM by PFG Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,745$743.4K<0.1%−371−7.3%ReducedHolders
Q1 20265,116$954.9K<0.1%+566+12.4%AddedHolders
Q4 20254,550$1.21M0.1%−62−1.3%ReducedHolders
Q3 20254,612$1.09M<0.1%+462+11.1%AddedHolders
Q2 20254,150$1.13M0.1%+1,389+50.3%AddedHolders
Q1 20252,761$740.9K<0.1%+157+6.0%AddedHolders
Q4 20242,604$870.7K0.1%+273+11.7%AddedHolders
Q3 20242,331$638.1K<0.1%−83−3.4%ReducedHolders
Q2 20242,414$620.7K<0.1%+740+44.2%AddedHolders
Q1 20241,674$504.2K<0.1%+141+9.2%AddedHolders
Q4 20231,533$403.4K<0.1%+52+3.5%AddedHolders
Q3 20231,481$300.3K<0.1%−422−22.2%ReducedHolders
Q2 20231,903$402.0K<0.1%+731+62.4%AddedHolders
Q1 20231,172$234.1K<0.1%+1,172NewHolders
Q3 20220$00.0%−1,257−100.0%Sold outHolders
Q2 20221,257$207.0K<0.1%+76+6.4%AddedHolders
Q1 20221,181$251.0K<0.1%−353−23.0%ReducedHolders
Q4 20211,534$390.0K<0.1%+598+63.9%AddedHolders
Q3 2021936$254.0K<0.1%−116−11.0%ReducedHolders
Q2 20211,052$257.0K<0.1%+58+5.8%AddedHolders
Q1 2021994$211.0K<0.1%––Holders

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