Skip to main content

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Altus Wealth 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of CRM by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−736−100.0%Sold outHolders
Q2 2025736$200.6K0.1%−67−8.3%ReducedHolders
Q1 2025803$215.6K0.1%+90+12.6%AddedHolders
Q4 2024713$238.5K0.1%+713NewHolders
Q2 20240$00.0%−729−100.0%Sold outHolders
Q1 2024729$219.6K0.1%+729NewHolders
Q4 20220$00.0%−937−100.0%Sold outHolders
Q3 2022937$254.0K0.3%00.0%UnchangedHolders
Q2 2022937$254.0K0.3%−29−3.0%ReducedHolders
Q1 2022966$205.0K0.2%+29+3.1%AddedHolders
Q4 2021937$238.0K0.2%00.0%UnchangedHolders
Q3 2021937$254.0K0.3%+9+1.0%AddedHolders
Q2 2021928$227.0K0.2%−21−2.2%ReducedHolders
Q1 2021949$206.0K0.2%––Holders

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