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Livermore
Livermore
ZHEN

Activest Wealth Management

SEC CIK
0001883134
Latest filing
Jul 16, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Activest Wealth Management, 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)
1,795
Value
$281.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by Activest Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,795$281.2K0.1%+971+117.8%AddedHolders
Q1 2026824$153.8K<0.1%+33+4.2%AddedHolders
Q4 2025791$209.6K<0.1%−563−41.6%ReducedHolders
Q3 20251,354$321.0K0.1%+972+254.5%AddedHolders
Q2 2025382$104.1K<0.1%−345−47.5%ReducedHolders
Q1 2025727$195.0K0.1%+452+164.4%AddedHolders
Q4 2024275$92.0K<0.1%+6+2.2%AddedHolders
Q3 2024269$73.6K<0.1%−499−65.0%ReducedHolders
Q2 2024768$197.5K0.1%+320+71.4%AddedHolders
Q1 2024448$134.9K0.1%00.0%UnchangedHolders
Q4 2023448$117.9K0.1%00.0%UnchangedHolders
Q3 2023448$90.8K0.1%−387−46.3%ReducedHolders
Q2 2023835$180.2K0.1%+567+211.6%AddedHolders
Q1 2023268$52.7K<0.1%−4,661−94.6%ReducedHolders
Q4 20224,929$772.2K0.2%−2,559−34.2%ReducedHolders
Q3 20227,488$1.18M0.4%+6,104+441.0%AddedHolders
Q2 20221,384$228.0K0.2%+292+26.7%AddedHolders
Q1 20221,092$232.0K0.1%+724+196.7%AddedHolders
Q4 2021368$93.0K0.1%+108+41.5%AddedHolders
Q3 2021260$71.0K<0.1%+65+33.3%AddedHolders
Q2 2021195$48.0K<0.1%−9−4.4%ReducedHolders
Q1 2021204$43.0K<0.1%––Holders

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