HBW Advisory Services LLC

SEC CIK: 0001790525
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by HBW Advisory Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 13,799
Value: $2.16M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CRM by HBW Advisory Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,799	$2.16M	0.2%	+701+5.4%	Added	Holders
Q1 2026	13,098	$2.44M	0.3%	+57+0.4%	Added	Holders
Q4 2025	13,041	$3.45M	0.4%	−26−0.2%	Reduced	Holders
Q3 2025	13,067	$3.10M	0.3%	+738+6.0%	Added	Holders
Q2 2025	12,329	$3.36M	0.4%	−1,796−12.7%	Reduced	Holders
Q1 2025	14,125	$3.79M	0.5%	−645−4.4%	Reduced	Holders
Q4 2024	14,770	$4.94M	0.7%	−1,402−8.7%	Reduced	Holders
Q3 2024	16,172	$4.43M	0.6%	−2,498−13.4%	Reduced	Holders
Q2 2024	18,670	$4.80M	0.8%	−1,441−7.2%	Reduced	Holders
Q1 2024	20,111	$5.29M	1.0%	00.0%	Unchanged	Holders
Q4 2023	20,111	$5.29M	1.0%	−651−3.1%	Reduced	Holders
Q3 2023	20,762	$4.21M	0.9%	−3,147−13.2%	Reduced	Holders
Q2 2023	23,909	$5.05M	1.1%	+255+1.1%	Added	Holders
Q1 2023	23,654	$4.72M	1.2%	−1,320−5.3%	Reduced	Holders
Q4 2022	24,974	$3.27M	0.9%	+459+1.9%	Added	Holders
Q3 2022	24,515	$3.53M	1.0%	+567+2.4%	Added	Holders
Q2 2022	23,948	$3.95M	1.1%	+13,053+119.8%	Added	Holders
Q1 2022	10,895	$2.31M	0.8%	−8,767−44.6%	Reduced	Holders
Q4 2021	19,662	$5.00M	1.2%	+290+1.5%	Added	Holders
Q3 2021	19,372	$5.25M	1.4%	+235+1.2%	Added	Holders
Q2 2021	19,137	$4.67M	1.2%	+1,665+9.5%	Added	Holders
Q1 2021	17,472	$3.70M	1.0%	–	–	Holders

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