IFP Advisors, Inc

Position in CRM — Salesforce, Inc.

CIK 1641866 TAMPA, FL

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,423,882

-$463,316 QoQ

Shares Held

34,622

+9.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#622

of 2,457 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. CRM ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	143,821	$10,378,123
2	NOW	ServiceNow, Inc.	78,294	$7,773,028
3	CRM	Salesforce, Inc. This page	34,622	$5,423,882
4	SNOW	Snowflake Inc.	19,978	$5,084,401
5	ADBE	Adobe Inc.	23,740	$4,867,174
6	RNG	RingCentral, Inc.	99,068	$3,861,670
7	DDOG	Datadog, Inc.	11,802	$3,072,768
8	ADP	Automatic Data Processing Inc	8,843	$1,980,389

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,423,882	34,622	+9.8%	Shares	Sole	2026-07-20
2026-03-31	$5,887,198	31,538	+36.6%	Shares	Sole	2026-04-13
2025-12-31	$6,117,566	23,093	+0.9%	Shares	Sole	2026-02-06
2025-09-30	$5,426,352	22,896	+17.4%	Shares	Sole	2026-02-06
2025-06-30	$5,320,181	19,510	+76.9%	Shares	Sole	2025-07-24
2025-03-31	$2,959,205	11,027	+13.3%	Shares	Sole	2025-05-05
2024-12-31	$3,254,033	9,733	+21.8%	Shares	Sole	2025-02-04
2024-09-30	$2,188,037	7,994	-2.3%	Shares	Sole	2025-02-04
2024-06-30	$2,104,363	8,185	+32.0%	Shares	Sole	2024-07-30
2024-03-31	$1,868,219	6,203	+43.9%	Shares	Sole	2024-07-30
2023-12-31	$1,134,659	4,312	+5.4%	Shares	Sole	2024-01-09
2023-09-30	$829,572	4,091	-44.0%	Shares	Sole	2023-10-12
2023-06-30	$1,543,465	7,306	+50.7%	Shares	Sole	2023-08-04
2023-03-31	$968,533	4,848	-63.0%	Shares	Sole	2023-04-18
2022-12-31	$930	13,101	-31.7%	Shares	Sole	2023-02-07
2022-09-30	$2,758,563	19,178	+70929.6%	Shares	Sole	2022-11-08
2022-06-30	$4,456	27	-99.8%	Shares	Sole	2022-08-12
2022-03-31	$3,250,194	15,308	+5.8%	Shares	Sole	2022-08-08
2021-12-31	$3,678,277	14,474	+60.0%	Shares	Sole	2022-01-12
2021-09-30	$2,453,184	9,045	-25.1%	Shares	Sole	2021-10-06
2021-06-30	$2,950,537	12,079	+56.7%	Shares	Sole	2021-07-13
2021-03-31	$1,633,305	7,709	+12.7%	Shares	Sole	2021-04-30
2020-12-31	$1,521,660	6,838	+5.1%	Shares	Sole	2021-01-25
2020-09-30	$1,635,339	6,507	+10.2%	Shares	Sole	2020-10-29
2020-06-30	$1,106,558	5,907	+8.8%	Shares	Sole	2020-08-05
2020-03-31	$781,379	5,427	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.