Vestmark Advisory Solutions, Inc.

SEC CIK: 0001736982
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Vestmark Advisory Solutions, Inc., 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): 22,853
Value: $3.58M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Vestmark Advisory Solutions, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,853	$3.58M	<0.1%	+89+0.4%	Added	Holders
Q1 2026	22,764	$4.25M	<0.1%	−10,875−32.3%	Reduced	Holders
Q4 2025	33,639	$8.91M	0.1%	+22,165+193.2%	Added	Holders
Q3 2025	11,474	$2.72M	0.1%	+1,182+11.5%	Added	Holders
Q2 2025	10,292	$2.81M	<0.1%	−13,160−56.1%	Reduced	Holders
Q1 2025	23,452	$6.29M	0.2%	+12,746+119.1%	Added	Holders
Q4 2024	10,706	$3.58M	0.1%	+14+0.1%	Added	Holders
Q3 2024	10,692	$2.93M	0.1%	−5,021−32.0%	Reduced	Holders
Q2 2024	15,713	$4.04M	0.2%	+130+0.8%	Added	Holders
Q1 2024	15,583	$4.69M	0.2%	+7,530+93.5%	Added	Holders
Q4 2023	8,053	$2.12M	0.1%	−1,797−18.2%	Reduced	Holders
Q3 2023	9,850	$2.00M	0.1%	−21,152−68.2%	Reduced	Holders
Q2 2023	31,002	$6.55M	0.3%	−1,184−3.7%	Reduced	Holders
Q1 2023	32,186	$6.43M	0.3%	+1,290+4.2%	Added	Holders
Q4 2022	30,896	$4.10M	0.2%	−8,205−21.0%	Reduced	Holders
Q3 2022	39,101	$5.62M	0.3%	−476−1.2%	Reduced	Holders
Q2 2022	39,577	$6.53M	0.4%	+8,477+27.3%	Added	Holders
Q1 2022	31,100	$6.60M	0.4%	+8,126+35.4%	Added	Holders
Q4 2021	22,974	$5.84M	0.3%	+1,741+8.2%	Added	Holders
Q3 2021	21,233	$5.76M	0.4%	+1,439+7.3%	Added	Holders
Q2 2021	19,794	$4.83M	0.3%	+3,007+17.9%	Added	Holders
Q1 2021	16,787	$3.56M	0.3%	–	–	Holders

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