Skip to main content
Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by AE 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)
257,028
Value
$40.3M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CRM by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026257,028$40.3M0.2%−20,395−7.4%ReducedHolders
Q1 2026277,423$51.8M0.3%+45,726+19.7%AddedHolders
Q4 2025231,697$61.4M0.4%+40,661+21.3%AddedHolders
Q3 2025191,036$45.3M0.3%+19,772+11.5%AddedHolders
Q2 2025171,264$46.7M0.3%+26,221+18.1%AddedHolders
Q1 2025145,043$38.9M0.3%+4,759+3.4%AddedHolders
Q4 2024140,284$46.9M0.4%+6,996+5.2%AddedHolders
Q3 2024133,288$36.5M0.3%−17,502−11.6%ReducedHolders
Q2 2024150,790$38.8M0.4%+1,628+1.1%AddedHolders
Q1 2024149,162$44.9M0.5%−10,357−6.5%ReducedHolders
Q4 2023159,519$44.7M0.2%+26,785+20.2%AddedHolders
Q3 2023132,734$26.9M0.2%+33,326+33.5%AddedHolders
Q2 202399,408$21.0M0.1%+3,316+3.5%AddedHolders
Q1 202396,092$19.2M0.1%+6,325+7.0%AddedHolders
Q4 202289,767$11.9M0.1%+2,519+2.9%AddedHolders
Q3 202287,248$12.6M0.1%+44,277+103.0%AddedHolders
Q2 202242,971$7.09M0.1%+2,112+5.2%AddedHolders
Q1 202240,859$8.68M0.1%−1,626−3.8%ReducedHolders
Q4 202142,485$10.8M0.1%−2,101−4.7%ReducedHolders
Q3 202144,586$12.1M0.1%+10,471+30.7%AddedHolders
Q2 202134,115$8.33M0.1%−20,629−37.7%ReducedHolders
Q1 202154,744$11.6M0.1%––Holders

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