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Livermore
Livermore
ZHEN

TCG Advisory Services, LLC

SEC CIK
0001841815
Latest filing
Jul 31, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by TCG Advisory Services, 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)
50,268
Value
$7.87M
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of CRM by TCG Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,268$7.87M0.1%+1,916+4.0%AddedHolders
Q1 202648,352$9.03M0.2%−6,685−12.1%ReducedHolders
Q4 202555,037$14.6M0.4%+184+0.3%AddedHolders
Q3 202554,853$13.0M0.5%−11,353−17.1%ReducedHolders
Q2 202566,206$18.1M0.6%+601+0.9%AddedHolders
Q1 202565,605$17.6M0.7%−202−0.3%ReducedHolders
Q4 202465,807$22.0M0.9%−5,743−8.0%ReducedHolders
Q3 202471,550$19.6M0.9%−754−1.0%ReducedHolders
Q2 202472,304$18.6M0.9%+238+0.3%AddedHolders
Q1 202472,066$21.7M1.2%+1,489+2.1%AddedHolders
Q4 202370,577$18.6M1.3%+66,001+1,442.3%AddedHolders
Q3 20234,576$927.9K0.1%+574+14.3%AddedHolders
Q2 20234,002$845.5K0.1%−151−3.6%ReducedHolders
Q1 20234,153$829.7K0.2%+4,153NewHolders
Q4 20220$00.0%−4,099−100.0%Sold outHolders
Q3 20224,099$590.0K0.2%+4,099NewHolders
Q2 20220$00.0%−1,209−100.0%Sold outHolders
Q1 20221,209$257.0K0.1%−460−27.6%ReducedHolders
Q4 20211,669$424.0K0.1%−420−20.1%ReducedHolders
Q3 20212,089$567.0K0.1%+13+0.6%AddedHolders
Q2 20212,076$507.0K0.1%+85+4.3%AddedHolders
Q1 20211,991$422.0K0.1%––Holders

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