First Affirmative Financial Network
Position in CRM — Salesforce, Inc.
CIK 1656282
COLORADO SPRINGS, CO
Position in CRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$964,897
+$133,738 QoQ
Shares Held
5,169
+47.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026First Affirmative Financial Network holds $6,517,992 across 9 Software - Application names. CRM ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
9,383 | $1,606,463 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
5,169 | $964,897 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,102 | $833,444 | |
| 4 | INTU |
Intuit Inc.
|
1,497 | $647,272 | |
| 5 | SHOP |
Shopify Inc.
|
4,732 | $561,309 | |
| 6 | NOW |
ServiceNow, Inc.
|
5,118 | $535,086 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,823 | $506,557 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,907 | $456,535 |
All Filings in CRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,897 | 5,169 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $831,159 | 3,507 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $800,345 | 2,935 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $804,543 | 2,998 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $980,589 | 2,933 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $766,114 | 2,799 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $584,131 | 2,272 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $560,194 | 1,860 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $428,391 | 1,628 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $254,691 | 1,256 | Shares | Sole | 2023-10-16 | |
| 2022-03-31 | $243,531 | 1,147 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $253,621 | 998 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $243,826 | 899 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||