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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Xcel Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of CRM by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,073−100.0%Sold outHolders
Q1 20261,073$200.3K0.1%−156−12.7%ReducedHolders
Q4 20251,229$325.6K0.1%−340−21.7%ReducedHolders
Q3 20251,569$371.9K0.1%−781−33.2%ReducedHolders
Q2 20252,350$640.8K0.2%−25−1.1%ReducedHolders
Q1 20252,375$637.4K0.2%−80−3.3%ReducedHolders
Q4 20242,455$820.8K0.2%−40−1.6%ReducedHolders
Q3 20242,495$682.9K0.2%−2,202−46.9%ReducedHolders
Q2 20244,697$1.21M0.4%−10,047−68.1%ReducedHolders
Q1 202414,744$4.44M1.4%−4,438−23.1%ReducedHolders
Q4 202319,182$5.05M1.8%−932−4.6%ReducedHolders
Q3 202320,114$4.08M1.6%−7,589−27.4%ReducedHolders
Q2 202327,703$5.85M1.8%−4,793−14.7%ReducedHolders
Q1 202332,496$6.49M2.3%−2,150−6.2%ReducedHolders
Q4 202234,646$4.59M1.8%−15,661−31.1%ReducedHolders
Q3 202250,307$7.24M2.7%+1,185+2.4%AddedHolders
Q2 202249,122$8.11M3.0%+5,625+12.9%AddedHolders
Q1 202243,497$9.23M2.5%+4,147+10.5%AddedHolders
Q4 202139,350$10.0M2.6%+320+0.8%AddedHolders
Q3 202139,030$10.6M3.1%+446+1.2%AddedHolders
Q2 202138,584$9.43M2.8%+82+0.2%AddedHolders
Q1 202138,502$8.16M2.9%––Holders

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