Stratos Wealth Advisors, LLC

SEC CIK: 0001707202
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Stratos Wealth Advisors, 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): 4,171
Value: $653.5K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Stratos Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,171	$653.5K	<0.1%	−28,102−87.1%	Reduced	Holders
Q1 2026	32,273	$6.02M	0.4%	−10,451−24.5%	Reduced	Holders
Q4 2025	42,724	$11.3M	0.5%	+3,624+9.3%	Added	Holders
Q3 2025	39,100	$9.27M	0.4%	+4,774+13.9%	Added	Holders
Q2 2025	34,326	$9.36M	0.5%	−234−0.7%	Reduced	Holders
Q1 2025	34,560	$9.27M	0.5%	−1,080−3.0%	Reduced	Holders
Q4 2024	35,640	$11.9M	0.6%	+452+1.3%	Added	Holders
Q3 2024	35,188	$9.63M	0.4%	+283+0.8%	Added	Holders
Q2 2024	34,905	$8.97M	0.4%	+1,527+4.6%	Added	Holders
Q1 2024	33,378	$10.1M	0.6%	+1,058+3.3%	Added	Holders
Q4 2023	32,320	$8.50M	0.5%	−681−2.1%	Reduced	Holders
Q3 2023	33,001	$6.69M	0.4%	+5,072+18.2%	Added	Holders
Q2 2023	27,929	$5.90M	0.4%	+1,014+3.8%	Added	Holders
Q1 2023	26,915	$5.38M	0.4%	−78−0.3%	Reduced	Holders
Q4 2022	26,993	$3.58M	0.3%	+23,969+792.6%	Added	Holders
Q3 2022	3,024	$435.0K	<0.1%	+280+10.2%	Added	Holders
Q2 2022	2,744	$453.0K	<0.1%	+211+8.3%	Added	Holders
Q1 2022	2,533	$538.0K	<0.1%	−1,091−30.1%	Reduced	Holders
Q4 2021	3,624	$921.0K	0.1%	+33+0.9%	Added	Holders
Q3 2021	3,591	$974.0K	0.1%	−70−1.9%	Reduced	Holders
Q2 2021	3,661	$894.0K	0.1%	+963+35.7%	Added	Holders
Q1 2021	2,698	$572.0K	0.1%	–	–	Holders

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