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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Bogart Wealth, 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)
1,335
Value
$209.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,335$209.1K<0.1%+239+21.8%AddedHolders
Q1 20261,096$204.7K<0.1%+204+22.9%AddedHolders
Q4 2025892$236.4K<0.1%−58,894−98.5%ReducedHolders
Q3 202559,786$14.2M0.6%+11,152+22.9%AddedHolders
Q2 202548,634$13.3M0.6%+2,134+4.6%AddedHolders
Q1 202546,500$12.5M0.6%+4,433+10.5%AddedHolders
Q4 202442,067$14.1M0.7%−4,649−10.0%ReducedHolders
Q3 202446,716$12.8M0.6%+707+1.5%AddedHolders
Q2 202446,009$11.8M0.6%+8,895+24.0%AddedHolders
Q1 202437,114$11.2M0.6%−3,991−9.7%ReducedHolders
Q4 202341,105$10.8M0.6%+1,364+3.4%AddedHolders
Q3 202339,741$8.06M0.5%+880+2.3%AddedHolders
Q2 202338,861$8.21M0.5%+563+1.5%AddedHolders
Q1 202338,298$7.65M0.5%+1,675+4.6%AddedHolders
Q4 202236,623$4.86M0.3%+4,878+15.4%AddedHolders
Q3 202231,745$4.57M0.4%+4,344+15.9%AddedHolders
Q2 202227,401$4.52M0.4%+3,856+16.4%AddedHolders
Q1 202223,545$5.00M0.4%+7,093+43.1%AddedHolders
Q4 202116,452$4.18M0.4%+2,850+21.0%AddedHolders
Q3 202113,602$3.69M0.4%+2,232+19.6%AddedHolders
Q2 202111,370$2.78M0.3%+1,985+21.2%AddedHolders
Q1 20219,385$1.99M0.3%––Holders

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