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David Loasby

SEC CIK
0001775863
Latest filing
Feb 13, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by David Loasby, 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 Q4 2025 holdings

Shares (Q4 2025)
7,237
Value
$1.88M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of CRM by David Loasby, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20257,237$1.88M0.1%+1,917+36.0%AddedHolders
Q3 20255,320$1.28M0.1%+3+0.1%AddedHolders
Q2 20255,317$1.33M0.1%−304−5.4%ReducedHolders
Q1 20255,621$1.43M0.1%+169+3.1%AddedHolders
Q4 20245,452$1.73M0.2%+426+8.5%AddedHolders
Q3 20245,026$1.41M0.1%−39−0.8%ReducedHolders
Q2 20245,065$1.28M0.1%+16+0.3%AddedHolders
Q1 20245,049$1.53M0.2%+3+0.1%AddedHolders
Q4 20235,046$1.27M0.1%−210−4.0%ReducedHolders
Q3 20235,256$1.06M0.1%+1,605+44.0%AddedHolders
Q2 20233,651$767.2K0.1%+198+5.7%AddedHolders
Q1 20233,453$664.9K0.1%+343+11.0%AddedHolders
Q4 20223,110$450.6K0.1%+618+24.8%AddedHolders
Q3 20222,492$363.0K0.1%+472+23.4%AddedHolders
Q2 20222,020$357.0K0.1%+479+31.1%AddedHolders
Q1 20221,541$304.0K<0.1%+284+22.6%AddedHolders
Q4 20211,257$319.0K<0.1%−508−28.8%ReducedHolders
Q3 20211,765$478.0K0.1%+326+22.7%AddedHolders
Q2 20211,439$352.0K<0.1%+393+37.6%AddedHolders
Q1 20211,046$222.0K<0.1%––Holders

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