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Ambassador Advisors, LLC

SEC CIK
0001695078
Latest filing
Aug 12, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Ambassador 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of CRM by Ambassador Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,134−100.0%Sold outHolders
Q1 20261,134$211.7K<0.1%−167−12.8%ReducedHolders
Q4 20251,301$344.6K0.1%+307+30.9%AddedHolders
Q3 2025994$235.6K<0.1%+994NewHolders
Q2 20210$00.0%−1,064−100.0%Sold outHolders
Q1 20211,064$225.0K0.1%––Holders

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