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Livermore
Livermore
ZHEN

Atticus Wealth Management, LLC

SEC CIK
0001800234
Latest filing
Jul 15, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Atticus 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 Atticus Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,332−100.0%Sold outHolders
Q1 20261,332$248.7K0.1%−54−3.9%ReducedHolders
Q4 20251,386$367.1K0.1%−65−4.5%ReducedHolders
Q3 20251,451$343.9K0.1%+672+86.3%AddedHolders
Q2 2025779$212.4K0.1%+766+5,892.3%AddedHolders
Q1 202513$3.49K<0.1%00.0%UnchangedHolders
Q4 202413$4.35K<0.1%−24−64.9%ReducedHolders
Q3 202437$10.1K<0.1%−10−21.3%ReducedHolders
Q2 202447$12.1K<0.1%+11+30.6%AddedHolders
Q1 202436$10.8K<0.1%−12−25.0%ReducedHolders
Q4 202348$12.6K<0.1%00.0%UnchangedHolders
Q3 202348$9.73K<0.1%−136−73.9%ReducedHolders
Q2 2023184$38.9K<0.1%−54−22.7%ReducedHolders
Q1 2023238$47.5K<0.1%−109−31.4%ReducedHolders
Q4 2022347$46.0K<0.1%−2,007−85.3%ReducedHolders
Q3 20222,354$389.0K0.2%00.0%UnchangedHolders
Q2 20222,354$389.0K0.2%−164−6.5%ReducedHolders
Q1 20222,518$535.0K0.2%+387+18.2%AddedHolders
Q4 20212,131$542.0K0.2%+33+1.6%AddedHolders
Q3 20212,098$569.0K0.2%−148−6.6%ReducedHolders
Q2 20212,246$549.0K0.2%−60−2.6%ReducedHolders
Q1 20212,306$489.0K0.2%––Holders

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