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Livermore
Livermore
ZHEN

Transcend Wealth Collective, LLC

SEC CIK
0001776082
Latest filing
Aug 4, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Transcend Wealth Collective, 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)
7,784
Value
$1.22M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CRM by Transcend Wealth Collective, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,784$1.22M0.1%−103−1.3%ReducedHolders
Q1 20267,887$1.47M0.1%+1,222+18.3%AddedHolders
Q4 20256,665$1.77M0.1%+1,194+21.8%AddedHolders
Q3 20255,471$1.30M0.1%−233−4.1%ReducedHolders
Q2 20255,704$1.56M0.1%+265+4.9%AddedHolders
Q1 20255,439$1.46M0.1%−761−12.3%ReducedHolders
Q4 20246,200$2.07M0.1%−7,103−53.4%ReducedHolders
Q3 202413,303$3.64M0.2%−83−0.6%ReducedHolders
Q2 202413,386$3.44M0.2%−109−0.8%ReducedHolders
Q1 202413,495$4.06M0.3%+255+1.9%AddedHolders
Q4 202313,240$3.48M0.3%+337+2.6%AddedHolders
Q3 202312,903$2.62M0.3%−305−2.3%ReducedHolders
Q2 202313,208$2.79M0.3%−1,072−7.5%ReducedHolders
Q1 202314,280$2.85M0.3%−2,086−12.7%ReducedHolders
Q4 202216,366$2.17M0.2%−553−3.3%ReducedHolders
Q3 202216,919$2.43M0.3%+244+1.5%AddedHolders
Q2 202216,675$2.75M0.3%+2,293+15.9%AddedHolders
Q1 202214,382$3.05M0.3%+817+6.0%AddedHolders
Q4 202113,565$3.45M0.3%+1,735+14.7%AddedHolders
Q3 202111,830$3.49M0.3%+11,830NewHolders
Q2 20210$00.0%−9,158−100.0%Sold outHolders
Q1 20219,158$1.94M0.2%––Holders

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