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Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Ethic Inc., 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)
109,633
Value
$17.2M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CRM by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026109,633$17.2M0.2%−7,743−6.6%ReducedHolders
Q1 2026117,376$21.9M0.3%+10,701+10.0%AddedHolders
Q4 2025106,675$28.3M0.4%+4,296+4.2%AddedHolders
Q3 2025102,379$24.3M0.4%−455−0.4%ReducedHolders
Q2 2025102,834$28.1M0.5%−1,831−1.7%ReducedHolders
Q1 2025104,665$28.3M0.6%+5,161+5.2%AddedHolders
Q4 202499,504$33.3M0.7%+15,921+19.0%AddedHolders
Q3 202483,583$25.2M0.6%−4,842−5.5%ReducedHolders
Q2 202488,425$22.7M0.5%+4,842+5.8%AddedHolders
Q1 202483,583$25.2M0.6%+5,964+7.7%AddedHolders
Q4 202377,619$20.4M0.6%+5,480+7.6%AddedHolders
Q3 202372,139$14.6M0.5%+8,480+13.3%AddedHolders
Q2 202363,659$13.4M0.5%+8,395+15.2%AddedHolders
Q1 202355,264$11.0M0.4%+22,112+66.7%AddedHolders
Q4 202233,152$4.40M0.2%−9,988−23.2%ReducedHolders
Q3 202243,140$6.21M0.4%+375+0.9%AddedHolders
Q2 202242,765$7.06M0.5%+5,365+14.3%AddedHolders
Q1 202237,400$7.94M0.5%+5,936+18.9%AddedHolders
Q4 202131,464$8.00M0.6%+4,337+16.0%AddedHolders
Q3 202127,127$7.36M0.8%+4,908+22.1%AddedHolders
Q2 202122,219$5.43M0.7%+5,821+35.5%AddedHolders
Q1 202116,398$3.47M0.6%––Holders

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