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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Bartlett & Co. Wealth Management 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)
231,559
Value
$36.4M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of CRM by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026231,559$36.4M0.5%−12,576−5.2%ReducedHolders
Q1 2026244,135$45.3M0.6%−26,781−9.9%ReducedHolders
Q4 2025270,916$71.9M0.9%+3,951+1.5%AddedHolders
Q3 2025266,965$63.4M0.8%+6,864+2.6%AddedHolders
Q2 2025260,101$71.0M1.0%+8,950+3.6%AddedHolders
Q1 2025251,151$67.4M1.0%+306+0.1%AddedHolders
Q4 2024250,845$84.0M1.2%+4,654+1.9%AddedHolders
Q3 2024246,191$67.5M1.0%+9,548+4.0%AddedHolders
Q2 2024236,643$60.8M0.9%+7,116+3.1%AddedHolders
Q1 2024229,527$69.2M1.1%−10,636−4.4%ReducedHolders
Q4 2023240,163$63.8M1.0%+6,014+2.6%AddedHolders
Q3 2023234,149$47.5M0.9%+1,689+0.7%AddedHolders
Q2 2023232,460$49.1M0.8%+9,353+4.2%AddedHolders
Q1 2023223,107$44.6M0.9%+8,878+4.1%AddedHolders
Q4 2022214,229$28.4M0.6%−45,145−17.4%ReducedHolders
Q3 2022259,374$37.3M0.8%−1,753−0.7%ReducedHolders
Q2 2022261,127$43.1M0.9%−14,425−5.2%ReducedHolders
Q1 2022275,552$58.5M1.0%+5,973+2.2%AddedHolders
Q4 2021269,579$68.5M1.2%+4,975+1.9%AddedHolders
Q3 2021264,604$71.8M1.4%+2,740+1.0%AddedHolders
Q2 2021261,864$64.0M1.2%+7,904+3.1%AddedHolders
Q1 2021253,960$53.8M1.1%––Holders

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