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Livermore
Livermore
ZHEN

Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Arbor Trust Wealth Advisors, 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)
4,579
Value
$717.3K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CRM by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,579$717.3K0.3%−1,674−26.8%ReducedHolders
Q1 20266,253$1.17M0.5%−578−8.5%ReducedHolders
Q4 20256,831$1.81M0.8%−84−1.2%ReducedHolders
Q3 20256,915$1.64M0.7%+11+0.2%AddedHolders
Q2 20256,904$1.89M0.9%−215−3.0%ReducedHolders
Q1 20257,119$1.91M0.9%+170+2.4%AddedHolders
Q4 20246,949$2.33M1.1%+407+6.2%AddedHolders
Q3 20246,542$1.68M0.9%00.0%UnchangedHolders
Q2 20246,542$1.68M0.9%+55+0.8%AddedHolders
Q1 20246,487$1.95M1.1%+195+3.1%AddedHolders
Q4 20236,292$1.66M1.0%+90+1.5%AddedHolders
Q3 20236,202$1.26M0.8%+57+0.9%AddedHolders
Q2 20236,145$1.30M0.8%+370+6.4%AddedHolders
Q1 20235,775$1.15M0.8%−30−0.5%ReducedHolders
Q4 20225,805$769.7K0.5%−202−3.4%ReducedHolders
Q3 20226,007$860.0K0.7%−157−2.5%ReducedHolders
Q2 20226,164$1.02M0.7%+349+6.0%AddedHolders
Q1 20225,815$1.24M0.7%−170−2.8%ReducedHolders
Q4 20215,985$1.52M0.9%+5+0.1%AddedHolders
Q3 20215,980$1.62M1.0%−65−1.1%ReducedHolders
Q2 20216,045$1.48M0.9%−35−0.6%ReducedHolders
Q1 20216,080$1.29M0.9%––Holders

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