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Livermore
Livermore
ZHEN

McCarthy Grittinger Financial Group, LLC

SEC CIK
0001972750
Latest filing
Aug 3, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by McCarthy Grittinger Financial 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)
165
Value
$25.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CRM by McCarthy Grittinger Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026165$25.8K<0.1%00.0%UnchangedHolders
Q1 2026165$30.8K<0.1%00.0%UnchangedHolders
Q4 2025165$43.7K<0.1%00.0%UnchangedHolders
Q3 2025165$39.1K<0.1%00.0%UnchangedHolders
Q2 2025165$45.0K<0.1%00.0%UnchangedHolders
Q1 2025165$44.3K<0.1%00.0%UnchangedHolders
Q4 2024165$55.2K<0.1%00.0%UnchangedHolders
Q3 2024165$45.2K<0.1%00.0%UnchangedHolders
Q2 2024165$42.4K<0.1%00.0%UnchangedHolders
Q1 2024165$49.7K<0.1%00.0%UnchangedHolders
Q4 2023165$43.4K<0.1%00.0%UnchangedHolders
Q3 2023165$33.5K<0.1%00.0%UnchangedHolders
Q2 2023165$34.9K<0.1%00.0%UnchangedHolders
Q1 2023165$33.0K<0.1%00.0%UnchangedHolders
Q4 2022165$21.9K<0.1%00.0%UnchangedHolders
Q3 2022165$23.7K<0.1%00.0%UnchangedHolders
Q2 2022165$27.2K<0.1%00.0%UnchangedHolders
Q1 2022165$35.0K<0.1%00.0%UnchangedHolders
Q4 2021165$41.9K<0.1%00.0%UnchangedHolders
Q3 2021165$44.8K<0.1%00.0%UnchangedHolders
Q2 2021165$40.3K<0.1%00.0%UnchangedHolders
Q1 2021165$35.0K<0.1%––Holders

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