Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Caldwell Trust Co, 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 Q2 2026 holdings

Shares (Q2 2026): 10,716
Value: $1.68M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,716	$1.68M	0.1%	−3,062−22.2%	Reduced	Holders
Q1 2026	13,778	$2.57M	0.2%	−795−5.5%	Reduced	Holders
Q4 2025	14,573	$3.86M	0.3%	−2,430−14.3%	Reduced	Holders
Q3 2025	17,003	$4.03M	0.4%	−1,044−5.8%	Reduced	Holders
Q2 2025	18,047	$4.92M	0.5%	−166−0.9%	Reduced	Holders
Q1 2025	18,213	$4.89M	0.5%	+303+1.7%	Added	Holders
Q4 2024	17,910	$5.99M	0.6%	+69+0.4%	Added	Holders
Q3 2024	17,841	$4.88M	0.5%	−511−2.8%	Reduced	Holders
Q2 2024	18,352	$4.72M	0.5%	−981−5.1%	Reduced	Holders
Q1 2024	19,333	$5.82M	0.7%	+640+3.4%	Added	Holders
Q4 2023	18,693	$4.92M	0.6%	−151−0.8%	Reduced	Holders
Q3 2023	18,844	$3.82M	0.5%	−673−3.4%	Reduced	Holders
Q2 2023	19,517	$4.12M	0.5%	−1,033−5.0%	Reduced	Holders
Q1 2023	20,550	$4.11M	0.6%	−1,403−6.4%	Reduced	Holders
Q4 2022	21,953	$2.91M	0.4%	−1,302−5.6%	Reduced	Holders
Q3 2022	23,255	$3.34M	0.5%	−241−1.0%	Reduced	Holders
Q2 2022	23,496	$3.88M	0.5%	−131−0.6%	Reduced	Holders
Q1 2022	23,627	$5.02M	0.6%	+302+1.3%	Added	Holders
Q4 2021	23,325	$5.93M	0.7%	+574+2.5%	Added	Holders
Q3 2021	22,751	$6.17M	0.8%	+1,269+5.9%	Added	Holders
Q2 2021	21,482	$5.25M	0.7%	−403−1.8%	Reduced	Holders
Q1 2021	21,885	$4.64M	0.6%	–	–	Holders

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