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Livermore
Livermore
ZHEN

West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by West Paces 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)
800
Value
$125.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CRM by West Paces Advisors Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026800$125.3K<0.1%+800NewHolders
Q1 20260$00.0%−827−100.0%Sold outHolders
Q4 2025827$219.1K<0.1%+827NewHolders
Q3 20250$00.0%−791−100.0%Sold outHolders
Q2 2025791$215.7K<0.1%+65+9.0%AddedHolders
Q1 2025726$194.8K<0.1%00.0%UnchangedHolders
Q4 2024726$242.7K0.1%−45−5.8%ReducedHolders
Q3 2024771$211.0K0.1%00.0%UnchangedHolders
Q2 2024771$198.2K0.1%+37+5.0%AddedHolders
Q1 2024734$221.1K0.1%00.0%UnchangedHolders
Q4 2023734$193.1K0.1%+8+1.1%AddedHolders
Q3 2023726$147.2K<0.1%00.0%UnchangedHolders
Q2 2023726$153.4K<0.1%−73−9.1%ReducedHolders
Q1 2023799$159.6K<0.1%+24+3.1%AddedHolders
Q4 2022775$102.8K<0.1%−77−9.0%ReducedHolders
Q3 2022852$122.6K<0.1%−61−6.7%ReducedHolders
Q2 2022913$150.7K0.1%−17−1.8%ReducedHolders
Q1 2022930$197.5K0.1%+355+61.7%AddedHolders
Q4 2021575$146.1K<0.1%+65+12.7%AddedHolders
Q3 2021510$138.3K<0.1%+191+59.9%AddedHolders
Q2 2021319$77.9K<0.1%−68−17.6%ReducedHolders
Q1 2021387$82.0K<0.1%––Holders

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