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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Mascoma 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)
477
Value
$74.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026477$74.7K<0.1%−6−1.2%ReducedHolders
Q1 2026483$90.2K<0.1%−35−6.8%ReducedHolders
Q4 2025518$137.2K<0.1%+10+2.0%AddedHolders
Q3 2025508$120.4K<0.1%−10−1.9%ReducedHolders
Q2 2025518$141.3K<0.1%00.0%UnchangedHolders
Q1 2025518$139.0K<0.1%00.0%UnchangedHolders
Q4 2024518$173.2K<0.1%+51+10.9%AddedHolders
Q3 2024467$127.8K<0.1%00.0%UnchangedHolders
Q2 2024467$120.1K<0.1%00.0%UnchangedHolders
Q1 2024467$140.7K<0.1%00.0%UnchangedHolders
Q4 2023467$122.9K<0.1%00.0%UnchangedHolders
Q3 2023467$94.7K<0.1%00.0%UnchangedHolders
Q2 2023467$98.8K<0.1%00.0%UnchangedHolders
Q1 2023467$92.6K<0.1%00.0%UnchangedHolders
Q4 2022467$61.9K<0.1%00.0%UnchangedHolders
Q3 2022467$67.0K<0.1%00.0%UnchangedHolders
Q2 2022467$77.0K<0.1%−30−6.0%ReducedHolders
Q1 2022497$106.0K<0.1%00.0%UnchangedHolders
Q4 2021497$126.0K<0.1%+30+6.4%AddedHolders
Q3 2021467$127.0K<0.1%+467NewHolders
Q2 20210$00.0%−467−100.0%Sold outHolders
Q1 2021467$99.0K<0.1%––Holders

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