Skip to main content
Livermore
Livermore
ZHEN

David J Yvars Group

SEC CIK
0001836266
Latest filing
Jul 7, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by David J Yvars Group, 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)
1,310
Value
$205.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by David J Yvars Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,310$205.3K0.1%−40−3.0%ReducedHolders
Q1 20261,350$252.0K0.1%−335−19.9%ReducedHolders
Q4 20251,685$446.4K0.2%+120+7.7%AddedHolders
Q3 20251,565$370.9K0.2%−2,598−62.4%ReducedHolders
Q2 20254,163$1.14M0.7%+938+29.1%AddedHolders
Q1 20253,225$865.5K0.7%−145−4.3%ReducedHolders
Q4 20243,370$1.13M0.7%−10−0.3%ReducedHolders
Q3 20243,380$925.1K0.6%−13,014−79.4%ReducedHolders
Q2 202416,394$4.21M2.6%−168−1.0%ReducedHolders
Q1 202416,562$4.99M3.4%+252+1.5%AddedHolders
Q4 202316,310$4.29M3.5%−290−1.7%ReducedHolders
Q3 202316,600$3.37M2.8%+195+1.2%AddedHolders
Q2 202316,405$3.47M2.9%+14,145+625.9%AddedHolders
Q1 20232,260$451.5K0.4%00.0%UnchangedHolders
Q4 20222,260$299.7K0.4%00.0%UnchangedHolders
Q3 20222,260$325.0K0.4%−205−8.3%ReducedHolders
Q2 20222,465$415.0K0.6%+65+2.7%AddedHolders
Q1 20222,400$510.0K0.4%−85−3.4%ReducedHolders
Q4 20212,485$632.0K0.4%+135+5.7%AddedHolders
Q3 20212,350$647.0K0.4%00.0%UnchangedHolders
Q2 20212,350$574.0K0.3%00.0%UnchangedHolders
Q1 20212,350$498.0K0.3%––Holders

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