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Pflug Koory, LLC

SEC CIK
0001740063
Latest filing
Jul 21, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Pflug Koory, 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)
105
Value
$16.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by Pflug Koory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105$16.4K<0.1%+20+23.5%AddedHolders
Q1 202685$15.9K<0.1%00.0%UnchangedHolders
Q4 202585$22.5K<0.1%00.0%UnchangedHolders
Q3 202585$20.1K<0.1%−53−38.4%ReducedHolders
Q2 2025138$37.6K<0.1%00.0%UnchangedHolders
Q1 2025138$37.0K<0.1%00.0%UnchangedHolders
Q4 2024138$46.1K<0.1%00.0%UnchangedHolders
Q3 2024138$37.8K<0.1%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 2024138$41.6K<0.1%00.0%UnchangedHolders
Q4 2023138$36.3K<0.1%−7−4.8%ReducedHolders
Q3 2023145$29.4K<0.1%00.0%UnchangedHolders
Q2 2023145$30.6K<0.1%00.0%UnchangedHolders
Q1 2023145$29.0K<0.1%00.0%UnchangedHolders
Q4 2022145$19.0K<0.1%00.0%UnchangedHolders
Q3 2022145$21.0K<0.1%+56+62.9%AddedHolders
Q2 202289$15.0K<0.1%00.0%UnchangedHolders
Q1 202289$19.0K<0.1%00.0%UnchangedHolders
Q4 202189$23.0K<0.1%00.0%UnchangedHolders
Q3 202189$24.0K<0.1%+9+11.3%AddedHolders
Q2 202180$20.0K<0.1%00.0%UnchangedHolders
Q1 202180$17.0K<0.1%––Holders

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