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Livermore
Livermore
ZHEN

180 Wealth Advisors, LLC

SEC CIK
0001730817
Latest filing
Jul 7, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by 180 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 overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
15,692
Value
$2.46M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CRM by 180 Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,692$2.46M0.2%+1,854+13.4%AddedHolders
Q1 202613,838$2.58M0.3%+2,730+24.6%AddedHolders
Q4 202511,108$2.94M0.3%−61−0.5%ReducedHolders
Q3 202511,169$2.65M0.3%−64−0.6%ReducedHolders
Q2 202511,233$3.06M0.4%−279−2.4%ReducedHolders
Q1 202511,512$3.09M0.5%+1,173+11.3%AddedHolders
Q4 202410,339$3.46M0.5%+227+2.2%AddedHolders
Q3 202410,112$2.77M0.4%−50.0%ReducedHolders
Q2 202410,117$2.54M0.4%−1,411−12.2%ReducedHolders
Q1 202411,528$3.47M0.6%+70+0.6%AddedHolders
Q4 202311,458$2.93M0.6%+586+5.4%AddedHolders
Q3 202310,872$2.20M0.5%+1,175+12.1%AddedHolders
Q2 20239,697$2.05M0.5%−1,336−12.1%ReducedHolders
Q1 202311,033$2.20M0.5%+867+8.5%AddedHolders
Q4 202210,166$1.68M0.4%+2,280+28.9%AddedHolders
Q3 20227,886$1.13M0.3%−1,213−13.3%ReducedHolders
Q2 20229,099$1.53M0.4%+448+5.2%AddedHolders
Q1 20228,651$1.66M0.4%+586+7.3%AddedHolders
Q4 20218,065$1.76M0.4%+939+13.2%AddedHolders
Q3 20217,126$2.08M0.5%+54+0.8%AddedHolders
Q2 20217,072$1.72M0.4%+64+0.9%AddedHolders
Q1 20217,008$1.56M0.4%––Holders

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