Shepherd Financial Partners LLC

Position in CRM — Salesforce, Inc.

CIK 1696628 WINCHESTER, MA

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$249,402

-$926,432 QoQ

Shares Held

1,592

-74.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,939

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $2,236,102 across 6 Software - Application names. CRM ranks #5 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	2,157	$548,956
2	ADBE	Adobe Inc.	2,549	$522,595
3	BILL	BILL Holdings, Inc.	11,918	$430,954
4	DDOG	Datadog, Inc.	1,018	$265,046
5	CRM	Salesforce, Inc. This page	1,592	$249,402
6	UBER	Uber Technologies, Inc	3,037	$219,149

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,402	1,592	-74.7%	Shares	Sole	2026-08-10
2026-03-31	$1,175,834	6,299	-19.0%	Shares	Sole	2026-05-11
2025-12-31	$2,059,410	7,774	-1.9%	Shares	Sole	2026-02-10
2025-09-30	$1,878,462	7,926	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$2,176,611	7,982	-4.9%	Shares	Sole	2025-08-13
2025-03-31	$2,252,077	8,392	+0.7%	Shares	Sole	2025-04-18
2024-12-31	$2,784,968	8,330	+3.5%	Shares	Sole	2025-01-28
2024-09-30	$2,203,365	8,050	+1.6%	Shares	Sole	2024-10-28
2024-06-30	$2,037,003	7,923	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$2,380,526	7,904	-0.1%	Shares	Sole	2024-04-23
2023-12-31	$2,080,911	7,908	-0.6%	Shares	Sole	2024-02-12
2023-09-30	$1,613,723	7,958	+0.9%	Shares	Sole	2023-11-08
2023-06-30	$1,666,418	7,888	0.0%	Shares	Sole	2023-08-11
2023-03-31	$1,575,864	7,888	+31.2%	Shares	Sole	2023-05-02
2022-12-31	$797,263	6,013	-36.2%	Shares	Sole	2023-02-14
2022-09-30	$1,355,260	9,422	+2.2%	Shares	Sole	2022-11-09
2022-06-30	$1,521,998	9,222	+8.8%	Shares	Sole	2022-08-15
2022-03-31	$1,800,261	8,479	-0.1%	Shares	Sole	2022-05-13
2021-12-31	$2,156,293	8,485	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$2,249,227	8,293	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$2,020,601	8,272	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$1,749,834	8,259	-0.3%	Shares	Sole	2021-05-14
2020-12-31	$1,843,215	8,283	+0.5%	Shares	Sole	2021-02-16
2020-09-30	$2,070,625	8,239	+0.8%	Shares	Sole	2020-11-16
2020-06-30	$1,531,610	8,176	+3.4%	Shares	Sole	2020-08-05
2020-03-31	$1,138,449	7,907	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.