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Livermore
Livermore
ZHEN

Compton Wealth Advisory Group, LLC

SEC CIK
0001761044
Latest filing
Jul 21, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Compton Wealth Advisory Group, 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)
9,425
Value
$1.54M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CRM by Compton Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,425$1.54M0.3%−62−0.7%ReducedHolders
Q1 20269,487$1.77M0.4%+101+1.1%AddedHolders
Q4 20259,386$2.49M0.5%−306−3.2%ReducedHolders
Q3 20259,692$2.30M0.5%+972+11.1%AddedHolders
Q2 20258,720$2.38M0.6%+431+5.2%AddedHolders
Q1 20258,289$2.22M0.6%+122+1.5%AddedHolders
Q4 20248,167$2.73M0.7%+475+6.2%AddedHolders
Q3 20247,692$2.11M0.5%+780+11.3%AddedHolders
Q2 20246,912$1.78M0.5%+162+2.4%AddedHolders
Q1 20246,750$2.03M0.6%00.0%UnchangedHolders
Q4 20236,750$1.78M0.6%+1,002+17.4%AddedHolders
Q3 20235,748$1.17M0.4%+15+0.3%AddedHolders
Q2 20235,733$1.21M0.4%+20+0.4%AddedHolders
Q1 20235,713$1.14M0.4%+1,690+42.0%AddedHolders
Q4 20224,023$533.4K0.2%−3,399−45.8%ReducedHolders
Q3 20227,422$1.07M0.5%−336−4.3%ReducedHolders
Q2 20227,758$1.28M0.6%−120−1.5%ReducedHolders
Q1 20227,878$1.67M0.6%+460+6.2%AddedHolders
Q4 20217,418$1.89M0.8%+695+10.3%AddedHolders
Q3 20216,723$1.82M0.9%−168−2.4%ReducedHolders
Q2 20216,891$1.68M0.8%+430+6.7%AddedHolders
Q1 20216,461$1.37M0.8%––Holders

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