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Livermore
Livermore
ZHEN

Cornerstone Advisors, LLC

SEC CIK
0001775446
Latest filing
Aug 7, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Cornerstone 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of CRM by Cornerstone Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−65,400−100.0%Sold outHolders
Q4 202565,400$17.3M0.6%00.0%UnchangedHolders
Q3 202565,400$15.5M0.5%00.0%UnchangedHolders
Q2 202565,400$17.8M0.6%+22,600+52.8%AddedHolders
Q1 202542,800$11.5M0.5%00.0%UnchangedHolders
Q4 202442,800$14.3M0.6%−5,200−10.8%ReducedHolders
Q3 202448,000$13.1M0.5%00.0%UnchangedHolders
Q2 202448,000$12.3M0.5%−1,300−2.6%ReducedHolders
Q1 202449,300$14.8M0.6%−800−1.6%ReducedHolders
Q4 202350,100$13.2M0.6%−6,800−12.0%ReducedHolders
Q3 202356,900$11.5M0.5%−8,000−12.3%ReducedHolders
Q2 202364,900$13.7M0.7%−50,100−43.6%ReducedHolders
Q1 2023115,000$23.0M1.1%00.0%UnchangedHolders
Q4 2022115,000$15.2M0.8%00.0%UnchangedHolders
Q3 2022115,000$16.5M0.8%00.0%UnchangedHolders
Q2 2022115,000$19.0M1.0%+73,000+173.8%AddedHolders
Q1 202242,000$8.92M0.5%00.0%UnchangedHolders
Q4 202142,000$10.7M0.6%00.0%UnchangedHolders
Q3 202142,000$11.4M0.7%00.0%UnchangedHolders
Q2 202142,000$10.3M0.6%+26,000+162.5%AddedHolders
Q1 202116,000$3.39M0.3%––Holders

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