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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Bellwether 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2021
Holdings of CRM by Bellwether Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−180−100.0%Sold outHolders
Q2 2025180$49.1K<0.1%+119+195.1%AddedHolders
Q1 202561$16.4K<0.1%00.0%UnchangedHolders
Q4 202461$20.4K<0.1%+61NewHolders
Q4 20220$00.0%−111−100.0%Sold outHolders
Q3 2022111$15.0K<0.1%+108+3,600.0%AddedHolders
Q2 20223$00.0%−32−91.4%ReducedHolders
Q1 202235$7.00K<0.1%+3+9.4%AddedHolders
Q4 202132$8.00K<0.1%00.0%UnchangedHolders
Q3 202132$8.00K<0.1%+32NewHolders