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Ellsworth Advisors, LLC

SEC CIK
0001843553
Latest filing
Jul 16, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Ellsworth 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 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2024
Holdings of CRM by Ellsworth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−13,233−100.0%Sold outHolders
Q4 202413,233$4.42M1.2%+12,437+1,562.4%AddedHolders
Q3 2024796$217.9K0.1%−32−3.9%ReducedHolders
Q2 2024828$212.9K0.1%00.0%UnchangedHolders
Q1 2024828$243.7K0.1%+828NewHolders