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Livermore
Livermore
ZHEN

Glassy Mountain Advisors, Inc.

SEC CIK
0001914617
Latest filing
Jul 31, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Glassy Mountain Advisors, Inc., 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)
23,390
Value
$3.66M
% of portfolio
1.0%
Quarters held
17
Since Q4 2021
Holdings of CRM by Glassy Mountain Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,390$3.66M1.0%+6,035+34.8%AddedHolders
Q1 202617,355$3.24M1.0%+1,699+10.9%AddedHolders
Q4 202515,656$4.15M1.3%+2,764+21.4%AddedHolders
Q3 202512,892$3.06M0.9%−50.0%ReducedHolders
Q2 202512,897$3.52M1.1%+11,673+953.7%AddedHolders
Q1 20251,224$328.5K0.1%00.0%UnchangedHolders
Q4 20241,224$409.2K0.1%00.0%UnchangedHolders
Q3 20241,224$335.0K0.1%−20−1.6%ReducedHolders
Q2 20241,244$319.8K0.1%+20+1.6%AddedHolders
Q1 20241,224$368.6K0.1%00.0%UnchangedHolders
Q4 20231,224$322.1K0.1%00.0%UnchangedHolders
Q3 20231,224$249.3K0.1%00.0%UnchangedHolders
Q2 20231,224$258.6K0.1%+1,224NewHolders
Q1 20230$00.0%−1,255−100.0%Sold outHolders
Q4 20221,255$166.4K0.1%–No prior filingHolders
Q3 2022––––Not filedHolders
Q2 20221,224$202.0K0.1%00.0%UnchangedHolders
Q1 20221,224$260.0K0.1%00.0%UnchangedHolders
Q4 20211,224$311.0K0.2%–No prior filingHolders