Level Four Advisory Services, LLC

SEC CIK: 0001696715
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Level Four Advisory Services, 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): 37,313
Value: $5.85M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of CRM by Level Four Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	37,313	$5.85M	0.2%	−3,567−8.7%	Reduced	Holders
Q1 2026	40,880	$7.63M	0.3%	+4,715+13.0%	Added	Holders
Q4 2025	36,165	$9.58M	0.3%	+4,345+13.7%	Added	Holders
Q3 2025	31,820	$7.54M	0.3%	+231+0.7%	Added	Holders
Q2 2025	31,589	$8.61M	0.3%	−1,508−4.6%	Reduced	Holders
Q1 2025	33,097	$8.88M	0.4%	+2,340+7.6%	Added	Holders
Q4 2024	30,757	$10.3M	0.4%	+1,231+4.2%	Added	Holders
Q3 2024	29,526	$8.60M	0.4%	−60.0%	Reduced	Holders
Q2 2024	29,532	$7.59M	0.3%	−5,495−15.7%	Reduced	Holders
Q1 2024	35,027	$9.22M	0.5%	+1,392+4.1%	Added	Holders
Q4 2023	33,635	$8.85M	0.5%	+663+2.0%	Added	Holders
Q3 2023	32,972	$6.69M	0.4%	+32,972	New	Holders
Q2 2023	0	$0	0.0%	−31,318−100.0%	Sold out	Holders
Q1 2023	31,318	$6.26M	0.4%	+11,451+57.6%	Added	Holders
Q4 2022	19,867	$2.63M	0.2%	+55+0.3%	Added	Holders
Q3 2022	19,812	$2.85M	0.3%	+480+2.5%	Added	Holders
Q2 2022	19,332	$3.19M	0.3%	+2,219+13.0%	Added	Holders
Q1 2022	17,113	$3.63M	0.3%	+170+1.0%	Added	Holders
Q4 2021	16,943	$4.31M	0.3%	+1,143+7.2%	Added	Holders
Q3 2021	15,800	$4.29M	0.4%	−10,215−39.3%	Reduced	Holders
Q2 2021	26,015	$6.36M	0.4%	+612+2.4%	Added	Holders
Q1 2021	25,403	$5.38M	0.4%	–	–	Holders

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