Sage Advisors, LLC

SEC CIK: 0002032121
Latest filing: Jan 13, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Sage Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q4 2025 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of CRM by Sage Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−1,051−100.0%	Sold out	Holders
Q3 2025	1,051	$249.1K	0.2%	−95−8.3%	Reduced	Holders
Q2 2025	1,146	$312.5K	0.2%	−190−14.2%	Reduced	Holders
Q1 2025	1,336	$358.5K	0.3%	+1,336	New	Holders