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Livermore
Livermore
ZHEN

Cerro Pacific Wealth Advisors LLC

SEC CIK
0001842669
Latest filing
Jul 15, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Cerro Pacific Wealth 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 (Q2 2026)
1,435
Value
$224.8K
% of portfolio
0.1%
Quarters held
17
Since Q2 2021
Holdings of CRM by Cerro Pacific Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,435$224.8K0.1%−31−2.1%ReducedHolders
Q1 20261,466$273.6K0.1%+21+1.5%AddedHolders
Q4 20251,445$382.8K0.1%−12−0.8%ReducedHolders
Q3 20251,457$345.3K0.1%−145−9.1%ReducedHolders
Q2 20251,602$436.9K0.1%+2+0.1%AddedHolders
Q1 20251,600$534.8K0.2%+9+0.6%AddedHolders
Q4 20241,591$435.3K0.1%+18+1.1%AddedHolders
Q3 20241,573$404.4K0.2%00.0%UnchangedHolders
Q2 20241,573$404.4K0.2%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20231,624$324.4K0.2%−75−4.4%ReducedHolders
Q4 20221,699$225.3K0.1%−57−3.2%ReducedHolders
Q3 20221,756$253.0K0.2%+63+3.7%AddedHolders
Q2 20221,693$279.0K0.2%−10−0.6%ReducedHolders
Q1 20221,703$362.0K0.2%+201+13.4%AddedHolders
Q4 20211,502$382.0K0.2%+63+4.4%AddedHolders
Q3 20211,439$390.0K0.3%−9−0.6%ReducedHolders
Q2 20211,448$354.0K0.3%–No prior filingHolders