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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Beacon Pointe 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)
102,138
Value
$16.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026102,138$16.0M0.1%−5,666−5.3%ReducedHolders
Q1 2026107,804$20.1M0.1%+41,358+62.2%AddedHolders
Q4 202566,446$17.6M0.1%−5,833−8.1%ReducedHolders
Q3 202572,279$17.1M0.1%+12,212+20.3%AddedHolders
Q2 202560,067$16.4M0.2%+5,947+11.0%AddedHolders
Q1 202554,120$14.5M0.2%+1,022+1.9%AddedHolders
Q4 202453,098$17.8M0.2%−4,603−8.0%ReducedHolders
Q3 202457,701$15.8M0.2%−2,432−4.0%ReducedHolders
Q2 202460,133$15.5M0.2%−1,284−2.1%ReducedHolders
Q1 202461,417$18.5M0.2%−12,048−16.4%ReducedHolders
Q4 202373,465$19.3M0.2%+8,243+12.6%AddedHolders
Q3 202365,222$13.2M0.2%+27,648+73.6%AddedHolders
Q2 202337,574$7.94M0.1%−1,956−4.9%ReducedHolders
Q1 202339,530$7.90M0.1%−1,983−4.8%ReducedHolders
Q4 202241,513$5.50M0.1%+458+1.1%AddedHolders
Q3 202241,055$5.90M0.1%−8,662−17.4%ReducedHolders
Q2 202249,717$8.21M0.2%−29,554−37.3%ReducedHolders
Q1 202279,271$16.8M0.2%+44,777+129.8%AddedHolders
Q4 202134,494$8.77M0.2%−31,733−47.9%ReducedHolders
Q3 202166,227$18.0M0.4%+37,124+127.6%AddedHolders
Q2 202129,103$7.11M0.3%+22,204+321.8%AddedHolders
Q1 20216,899$1.47M0.1%––Holders

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