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Livermore
Livermore
ZHEN

Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Western Wealth Management, 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)
9,795
Value
$1.53M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,795$1.53M0.1%−4,868−33.2%ReducedHolders
Q1 202614,663$2.74M0.1%+4,799+48.7%AddedHolders
Q4 20259,864$2.61M0.1%+112+1.1%AddedHolders
Q3 20259,752$2.31M0.1%−1,891−16.2%ReducedHolders
Q2 202511,643$3.17M0.2%−407−3.4%ReducedHolders
Q1 202512,050$3.23M0.2%−2,081−14.7%ReducedHolders
Q4 202414,131$4.72M0.3%+1,213+9.4%AddedHolders
Q3 202412,918$3.54M0.2%+2,060+19.0%AddedHolders
Q2 202410,858$2.79M0.2%+771+7.6%AddedHolders
Q1 202410,087$3.04M0.2%+2,088+26.1%AddedHolders
Q4 20237,999$2.10M0.2%+1,400+21.2%AddedHolders
Q3 20236,599$1.34M0.1%+373+6.0%AddedHolders
Q2 20236,226$1.32M0.1%+414+7.1%AddedHolders
Q1 20235,812$1.16M0.1%+233+4.2%AddedHolders
Q4 20225,579$739.8K0.1%−2,561−31.5%ReducedHolders
Q3 20228,140$1.17M0.1%+3,298+68.1%AddedHolders
Q2 20224,842$793.0K<0.1%−4,492−48.1%ReducedHolders
Q1 20229,334$1.98M0.1%+2,500+36.6%AddedHolders
Q4 20216,834$1.74M0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20217,421$1.80M0.2%−772−9.4%ReducedHolders
Q1 20218,193$1.74M0.2%––Holders

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