JNBA Financial Advisors

Position in CRM — Salesforce, Inc.

CIK 1569118 BLOOMINGTON, MN

Position in CRM

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$766,280

-$369,124 QoQ

Shares Held

4,105

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

JNBA Financial Advisors holds $1,075,773 across 23 Software - Application names. CRM ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	4,105	$766,280
2	CDNS	Cadence Design Systems Inc	322	$89,474
3	ADP	Automatic Data Processing Inc	289	$58,719
4	SPSC	Sps Commerce Inc	600	$33,402
5	INTU	Intuit Inc.	51	$22,051
6	ADBE	Adobe Inc.	90	$21,877
7	NOW	ServiceNow, Inc.	141	$14,741
8	SHOP	Shopify Inc.	124	$14,708

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$766,280	4,105	-4.2%	Shares	Sole	2026-04-23
2025-12-31	$1,135,404	4,286	0.0%	Shares	Sole	2026-01-26
2025-09-30	$1,015,782	4,286	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$1,173,112	4,302	-0.6%	Shares	Sole	2025-07-24
2025-03-31	$1,161,193	4,327	+145.4%	Shares	Sole	2025-04-25
2024-12-31	$589,423	1,763	+12.9%	Shares	Sole	2025-01-30
2024-09-30	$427,535	1,562	-2.2%	Shares	Sole	2024-10-31
2024-06-30	$410,588	1,597	0.0%	Shares	Sole	2024-07-22
2024-03-31	$480,984	1,597	-12.8%	Shares	Sole	2024-04-26
2023-12-31	$482,072	1,832	+9.8%	Shares	Sole	2024-02-08
2023-09-30	$338,237	1,668	+8.8%	Shares	Sole	2023-11-02
2023-06-30	$323,861	1,533	0.0%	Shares	Sole	2023-08-03
2023-03-31	$306,262	1,533	-0.2%	Shares	Sole	2023-05-02
2022-12-31	$203,658	1,536	-6.1%	Shares	Sole	2023-02-07
2022-09-30	$235,322	1,636	-9.1%	Shares	Sole	2022-11-07
2022-06-30	$296,906	1,799	+5.1%	Shares	Sole	2022-07-22
2022-03-31	$363,491	1,712	+2.1%	Shares	Sole	2022-04-29
2021-12-31	$426,176	1,677	-4.4%	Shares	Sole	2022-02-03
2021-09-30	$475,719	1,754	+8.7%	Shares	Sole	2021-11-10
2021-06-30	$394,007	1,613	+12.2%	Shares	Sole	2021-08-04
2021-03-31	$304,669	1,438	+2.6%	Shares	Sole	2021-05-03
2020-12-31	$311,764	1,401	0.0%	Shares	Sole	2021-01-25
2020-09-30	$352,099	1,401	-3.2%	Shares	Sole	2020-11-05
2020-06-30	$271,066	1,447	+9.8%	Shares	Sole	2020-07-24
2020-03-31	$189,765	1,318	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.