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Clifford Group, LLC

SEC CIK
0001965522
Latest filing
Aug 14, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Clifford Group, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2023
Holdings of CRM by Clifford Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,075−100.0%Sold outHolders
Q1 20261,075$200.7K0.2%+190+21.5%AddedHolders
Q4 2025885$234.4K0.2%−32−3.5%ReducedHolders
Q3 2025917$217.3K0.2%−279−23.3%ReducedHolders
Q2 20251,196$326.1K0.3%+196+19.6%AddedHolders
Q1 20251,000$268.4K0.3%+23+2.4%AddedHolders
Q4 2024977$326.6K0.2%00.0%UnchangedHolders
Q3 2024977$267.4K0.2%+20+2.1%AddedHolders
Q2 2024957$246.0K0.2%00.0%UnchangedHolders
Q1 2024957$288.2K0.2%00.0%UnchangedHolders
Q4 2023957$251.8K0.2%+957NewHolders
Q3 20230$00.0%−957−100.0%Sold outHolders
Q2 2023957$202.2K0.2%+957NewHolders