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Sage Mountain Advisors LLC

SEC CIK
0001832274
Latest filing
Aug 5, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Sage Mountain 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q2 2021
Holdings of CRM by Sage Mountain Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,155−100.0%Sold outHolders
Q4 20255,155$1.37M0.1%−237−4.4%ReducedHolders
Q3 20255,392$1.28M0.1%+587+12.2%AddedHolders
Q2 20254,805$1.31M0.1%+415+9.5%AddedHolders
Q1 20254,390$1.18M0.1%−234−5.1%ReducedHolders
Q4 20244,624$1.55M0.1%+829+21.8%AddedHolders
Q3 20243,795$1.04M0.1%+349+10.1%AddedHolders
Q2 20243,446$886.1K0.1%+15+0.4%AddedHolders
Q1 20243,431$1.03M0.1%+557+19.4%AddedHolders
Q4 20232,874$756.3K0.1%−7−0.2%ReducedHolders
Q3 20232,881$584.2K0.1%+483+20.1%AddedHolders
Q2 20232,398$506.6K0.1%+212+9.7%AddedHolders
Q1 20232,186$436.7K0.1%+652+42.5%AddedHolders
Q4 20221,534$203.4K<0.1%+1,534NewHolders
Q3 20220$00.0%−1,317−100.0%Sold outHolders
Q2 20221,317$217.0K<0.1%+30+2.3%AddedHolders
Q1 20221,287$273.0K<0.1%−439−25.4%ReducedHolders
Q4 20211,726$439.0K0.1%+603+53.7%AddedHolders
Q3 20211,123$305.0K<0.1%+116+11.5%AddedHolders
Q2 20211,007$246.0K<0.1%+1,007NewHolders