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Livermore
Livermore
ZHEN

Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Stonebridge Financial Planning Group, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of CRM by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,010−100.0%Sold outHolders
Q4 20251,010$267.6K0.1%−69−6.4%ReducedHolders
Q3 20251,079$255.7K0.1%−239−18.1%ReducedHolders
Q2 20251,318$359.4K0.2%−271−17.1%ReducedHolders
Q1 20251,589$426.3K0.2%+80+5.3%AddedHolders
Q4 20241,509$504.6K0.2%+89+6.3%AddedHolders
Q3 20241,420$388.7K0.2%−38−2.6%ReducedHolders
Q2 20241,458$374.7K0.2%−112−7.1%ReducedHolders
Q1 20241,570$472.9K0.3%00.0%UnchangedHolders
Q4 20231,570$413.1K0.2%−75−4.6%ReducedHolders
Q3 20231,645$333.6K0.2%+140+9.3%AddedHolders
Q2 20231,505$317.9K0.2%−263−14.9%ReducedHolders
Q1 20231,768$353.2K0.2%−526−22.9%ReducedHolders
Q4 20222,294$304.2K0.2%−265−10.4%ReducedHolders
Q3 20222,559$368.0K0.3%−50−1.9%ReducedHolders
Q2 20222,609$431.0K0.3%−383−12.8%ReducedHolders
Q1 20222,992$635.0K0.4%−60−2.0%ReducedHolders
Q4 20213,052$678.0K0.4%00.0%UnchangedHolders
Q3 20213,052$924.0K0.5%00.0%UnchangedHolders
Q2 20213,052$741.0K0.4%−100−3.2%ReducedHolders
Q1 20213,152$721.0K0.4%––Holders

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