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Livermore
Livermore
ZHEN

Curated Wealth Partners LLC

SEC CIK
0001781284
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Curated Wealth Partners 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)
1,491
Value
$233.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CRM by Curated Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,491$233.6K<0.1%−3,474−70.0%ReducedHolders
Q1 20264,965$926.8K0.1%+255+5.4%AddedHolders
Q4 20254,710$1.25M0.1%+310+7.0%AddedHolders
Q3 20254,400$1.04M0.1%+844+23.7%AddedHolders
Q2 20253,556$969.7K0.1%+2,257+173.7%AddedHolders
Q1 20251,299$348.6K<0.1%+358+38.0%AddedHolders
Q4 2024941$314.6K<0.1%+2+0.2%AddedHolders
Q3 2024939$257.0K<0.1%+4+0.4%AddedHolders
Q2 2024935$240.4K<0.1%+935NewHolders
Q1 20240$00.0%−1,134−100.0%Sold outHolders
Q4 20231,134$298.4K<0.1%+11+1.0%AddedHolders
Q3 20231,123$227.7K<0.1%−262−18.9%ReducedHolders
Q2 20231,385$292.6K0.1%00.0%UnchangedHolders
Q1 20231,385$276.7K0.1%+1,385NewHolders
Q4 20220$00.0%−1,746−100.0%Sold outHolders
Q3 20221,746$251.0K0.1%00.0%UnchangedHolders
Q2 20221,746$287.0K0.1%+117+7.2%AddedHolders
Q1 20221,629$413.0K0.1%00.0%UnchangedHolders
Q4 20211,629$413.0K0.1%00.0%UnchangedHolders
Q3 20211,629$442.0K0.2%+1+0.1%AddedHolders
Q2 20211,628$398.0K0.2%−25−1.5%ReducedHolders
Q1 20211,653$350.0K0.2%––Holders

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