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Livermore
Livermore
ZHEN

Capital Performance Advisors LLP

SEC CIK
0001905663
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Capital Performance Advisors LLP, 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)
3,977
Value
$623.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of CRM by Capital Performance Advisors LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,977$623.0K<0.1%−2,624−39.8%ReducedHolders
Q1 20266,601$1.23M0.1%+970+17.2%AddedHolders
Q4 20255,631$1.49M0.1%+462+8.9%AddedHolders
Q3 20255,169$1.23M0.2%+653+14.5%AddedHolders
Q2 20254,516$1.23M0.2%−258−5.4%ReducedHolders
Q1 20254,774$1.28M0.3%+2,786+140.1%AddedHolders
Q4 20241,988$664.6K0.2%+25+1.3%AddedHolders
Q3 20241,963$537.3K0.2%+260+15.3%AddedHolders
Q2 20241,703$437.8K0.2%+19+1.1%AddedHolders
Q1 20241,684$507.2K0.2%+32+1.9%AddedHolders
Q4 20231,652$434.7K0.2%+65+4.1%AddedHolders
Q3 20231,587$321.8K0.2%00.0%UnchangedHolders
Q2 20231,587$335.3K0.2%−36−2.2%ReducedHolders
Q1 20231,623$324.2K0.2%+23+1.4%AddedHolders
Q4 20221,600$212.1K0.1%−25−1.5%ReducedHolders
Q3 20221,625$234.0K0.2%−77−4.5%ReducedHolders
Q2 20221,702$281.0K0.2%+77+4.7%AddedHolders
Q1 20221,625$345.0K0.2%00.0%UnchangedHolders
Q4 20211,625$346.0K0.2%–No prior filingHolders