Skip to main content

JSF Financial, LLC

SEC CIK
0001802224
Latest filing
Jul 28, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by JSF Financial, 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)
2,807
Value
$439.7K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of CRM by JSF Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,807$439.7K0.1%+1,163+70.7%AddedHolders
Q1 20261,644$306.9K0.1%−232−12.4%ReducedHolders
Q4 20251,876$497.0K0.1%+139+8.0%AddedHolders
Q3 20251,737$411.7K0.1%+2+0.1%AddedHolders
Q2 20251,735$473.2K0.1%+158+10.0%AddedHolders
Q1 20251,577$423.3K0.1%+5+0.3%AddedHolders
Q4 20241,572$525.7K0.1%+373+31.1%AddedHolders
Q3 20241,199$328.2K0.1%−6−0.5%ReducedHolders
Q2 20241,205$309.8K0.1%00.0%UnchangedHolders
Q1 20241,205$362.9K0.1%00.0%UnchangedHolders
Q4 20231,205$317.1K0.1%+6+0.5%AddedHolders
Q3 20231,199$243.1K0.1%−24−2.0%ReducedHolders
Q2 20231,223$258.4K0.1%+20+1.7%AddedHolders
Q1 20231,203$240.3K0.1%+1,203NewHolders
Q3 20220$00.0%−1,230−100.0%Sold outHolders
Q2 20221,230$203.0K0.1%+107+9.5%AddedHolders
Q1 20221,123$238.0K0.1%+6+0.5%AddedHolders
Q4 20211,117$284.0K0.1%−799−41.7%ReducedHolders
Q3 20211,916$520.0K0.3%+717+59.8%AddedHolders
Q2 20211,199$293.0K0.2%−280−18.9%ReducedHolders
Q1 20211,479$313.0K0.2%––Holders

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