SeaCrest Wealth Management, LLC

SEC CIK: 0001728121
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by SeaCrest 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 overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 6,891
Value: $1.08M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by SeaCrest Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,891	$1.08M	0.1%	−1,832−21.0%	Reduced	Holders
Q1 2026	8,723	$1.63M	0.2%	−571−6.1%	Reduced	Holders
Q4 2025	9,294	$2.47M	0.3%	−258−2.7%	Reduced	Holders
Q3 2025	9,552	$2.30M	0.2%	−871−8.4%	Reduced	Holders
Q2 2025	10,423	$2.84M	0.3%	−577−5.2%	Reduced	Holders
Q1 2025	11,000	$2.95M	0.3%	−918−7.7%	Reduced	Holders
Q4 2024	11,918	$3.98M	0.4%	+280+2.4%	Added	Holders
Q3 2024	11,638	$3.19M	0.3%	−379−3.2%	Reduced	Holders
Q2 2024	12,017	$3.09M	0.4%	−131−1.1%	Reduced	Holders
Q1 2024	12,148	$3.66M	0.4%	−286−2.3%	Reduced	Holders
Q4 2023	12,434	$3.12M	0.4%	−130−1.0%	Reduced	Holders
Q3 2023	12,564	$2.55M	0.3%	−156−1.2%	Reduced	Holders
Q2 2023	12,720	$2.69M	0.3%	+2,565+25.3%	Added	Holders
Q1 2023	10,155	$2.03M	0.3%	−266−2.6%	Reduced	Holders
Q4 2022	10,421	$1.38M	0.2%	−1,657−13.7%	Reduced	Holders
Q3 2022	12,078	$1.74M	0.3%	−345−2.8%	Reduced	Holders
Q2 2022	12,423	$2.05M	0.3%	−3,063−19.8%	Reduced	Holders
Q1 2022	15,486	$3.29M	0.4%	+338+2.2%	Added	Holders
Q4 2021	15,148	$3.85M	0.4%	+190+1.3%	Added	Holders
Q3 2021	14,958	$4.06M	0.5%	+611+4.3%	Added	Holders
Q2 2021	14,347	$3.50M	0.4%	−30−0.2%	Reduced	Holders
Q1 2021	14,377	$3.05M	0.4%	–	–	Holders

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