M Holdings Securities, Inc.

Broker-Dealer

Position in CRM — Salesforce, Inc.

CIK 1569638 PORTLAND, OR

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,864,254

-$353,012 QoQ

Shares Held

11,900

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#965

of 2,451 holders

Holding Since

Mar 2021

10 quarters on record

Technology · as of Jun 30, 2026

M Holdings Securities, Inc. holds $5,202,161 across 3 Software - Application names. CRM ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	26,335	$1,900,333
2	CRM	Salesforce, Inc. This page	11,900	$1,864,254
3	NOW	ServiceNow, Inc.	14,480	$1,437,574

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,864,254	11,900	+0.2%	Shares	Sole	2026-08-11
2026-03-31	$2,217,266	11,878	+8.2%	Shares	Sole	2026-05-12
2025-06-30	$2,992,772	10,975	+12.3%	Shares	Sole	2025-08-13
2024-06-30	$2,511,866	9,770	+99.8%	Shares	Sole	2024-08-13
2023-03-31	$976,724	4,889	-5.9%	Shares	Sole	2023-05-16
2022-12-31	$689,070	5,197	+5.1%	Shares	Sole	2023-02-13
2022-09-30	$711,001	4,943	-2.9%	Shares	Sole	2022-11-17
2022-06-30	$839,888	5,089	+0.7%	Shares	Sole	2022-08-16
2022-03-31	$1,072,640	5,052	-14.3%	Shares	Sole	2022-05-24
2021-03-31	$1,249,609	5,898	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.