Quilter Plc

SEC CIK: 0001770632
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Quilter Plc, 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): 32,084
Value: $5.03M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Quilter Plc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,084	$5.03M	0.1%	−6,064−15.9%	Reduced	Holders
Q1 2026	38,148	$7.12M	0.1%	−3,107−7.5%	Reduced	Holders
Q4 2025	41,255	$10.9M	0.2%	−35,912−46.5%	Reduced	Holders
Q3 2025	77,167	$18.3M	0.3%	−175,002−69.4%	Reduced	Holders
Q2 2025	252,169	$68.8M	1.3%	+51,762+25.8%	Added	Holders
Q1 2025	200,407	$53.8M	1.1%	+60,099+42.8%	Added	Holders
Q4 2024	140,308	$46.9M	0.9%	−15,088−9.7%	Reduced	Holders
Q3 2024	155,396	$42.5M	0.9%	−5,687−3.5%	Reduced	Holders
Q2 2024	161,083	$41.4M	0.9%	+4,771+3.1%	Added	Holders
Q1 2024	156,312	$47.1M	1.1%	+17,393+12.5%	Added	Holders
Q4 2023	138,919	$36.8M	1.2%	+8,079+6.2%	Added	Holders
Q3 2023	130,840	–	–	+13,755+11.7%	Added	Holders
Q2 2023	117,085	–	–	+103,709+775.3%	Added	Holders
Q1 2023	13,376	–	–	−568−4.1%	Reduced	Holders
Q4 2022	13,944	$1.85M	0.1%	−1,681−10.8%	Reduced	Holders
Q3 2022	15,625	$2.25M	0.1%	−302−1.9%	Reduced	Holders
Q2 2022	15,927	$2.63M	0.1%	−24,563−60.7%	Reduced	Holders
Q1 2022	40,490	$8.60M	0.2%	−745−1.8%	Reduced	Holders
Q4 2021	41,235	$10.5M	0.3%	−7,365−15.2%	Reduced	Holders
Q3 2021	48,600	$13.2M	0.4%	−2,150−4.2%	Reduced	Holders
Q2 2021	50,750	$12.4M	0.4%	−7,352−12.7%	Reduced	Holders
Q1 2021	58,102	$12.3M	0.4%	–	–	Holders

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